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

To: E_K_S who wrote (32765)	11/13/2008 11:46:34 PM
From: Jurgis Bekepuris	Respond to of 78666

EKS, sounds reasonable, good luck.

To: E_K_S who wrote (32765)	11/14/2008 1:38:49 AM
From: Spekulatius	1 Recommendation Read Replies (1) \| Respond to of 78666

DD & GE. I can't find much good with both DD: mediocre company that is struggling to reinvent itself. Solar business of 400M$ is just a tiny drop in the bucket relative to 34B$ in revenue. if I want to invest in a chemical business I would go with BASFY which is way cheaper, better managed and has growth prospects as good or better than DD. Or alternatively buy a GLW a company that has good research productivity (albeit in cyclical business) and has a better product pipeline. GE: Finance arm was 50% of their profits and is weighing on the company. I think the business model based on availability of cheap money for the finance unit is dead or at least severally challenged. Why not go with a pure play industrial play (or a couple of them for diversification) and get the deal without the baggage. So many of them for sale: HON, MMM, ABB, PHG, RR.L etc.