SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (33967)11/17/2009 1:06:05 PM
From: Area51  Respond to of 78652
 
In retrospect, late March would have been a good time to load some more KHD.

I added some today. With $13 a share in cash, and a EPS anuual run rate of 1.4x (backing out the restructuring costs) and perhaps improving it still not expensive at 12.54 in my opinion. It just looks expensive because we are used to seeing it in single digits. I wouldn't mind a pull back to $10 to load some shares, I'm just not confident we will see such a pullback.

finance.yahoo.com