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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (25310)11/20/2006 10:09:34 PM
From: Paul Senior  Read Replies (3) | Respond to of 78704
 
I'll guess the distribution will not affect MWA negatively. It may be a positive influence, because while all of a sudden many more MWA shares will be available for sale (the negative), MWA is nevertheless the more desirable stock (in terms of apparent company prospects) than the coal/house other piece. So maybe MWA is the piece Walter shareholders will hold and not dump onto the market.

I'm holding ITW. Have not added shares since my post on ITW here 9/26/05. Looks like it still might be a buy based on some measures I use. Kind of iffy though; not real compelling for a buy now. Same with PH. Just my quick impression, and I could be very, very wrong in my opinion.

Missed PH a couple of years back when it was a lot lower and a cheaper. Hard for me to step up now. I look at the chart, seems like PH doubles every five years. Perhaps it's my problem that I'm reluctant/unwilling to buy PH shares now.

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