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Strategies & Market Trends : Buffettology

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To: Shane M who wrote (4551)	11/14/2016 7:20:37 PM
From: E_K_S	Read Replies (1) of 4691

Think Trump election event companies too. Infrastructure, Oil/NG etc. Many of these stocks are already up big since Trump was elected: steel/fabricator: X, ASK, AP rail-car: GBX, ARII, TRN RAIL There are others. I bought RAIL, TRN, AP as value GN Buys earlier this year and they are experiencing Trump effect. There are others maybe CBI. I think there may/could be some industrials like GE and smaller cap industrials and/or provide parts/materials to that sector. The market may be pricing in a economic recovery w/ anticipation of corp tax rate cut. The first scan could be based on Price/BV. Try to focus on companies w/ less leverage/debt. CY made my screen but I suspect there are others. EKS

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