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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (78426)	11/2/2025 7:28:37 PM
From: Paul Senior	Read Replies (1) of 78774

Thanks for ideas, Grommit. Nothing I see looks cheap regarding data center buildouts -- concrete companies, large construction companies, steel companies (Nucor) - all I see are near yearly highs (or are privately held) To be expected given the amount of money being thrown at data center buildout. I hold a couple of utes, but I'm not so willing to buy any now that have risen and have distribution yields under about 5%. I've looked at cooling suppliers and almost all also seem too expensive for me. I'll up my tracking position in CARR a litttle, but that company only has a presence in the buildout that does not seem significant compared to competition. finance.yahoo.com

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