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

To: E_K_S who wrote (34964)	7/31/2009 3:07:16 PM
From: JakeStraw	1 Recommendation Read Replies (1) \| Respond to of 78717

>>My motivation is that there is still a lot of the stimulus package that will be spent in 2010 Personally I wouldn't necessarily count on the fact that the "stimulus" package will have much effect on any company. That's seems more and more like a misconception...

To: E_K_S who wrote (34964)	7/31/2009 3:33:39 PM
From: Paul Senior	1 Recommendation Respond to of 78717

I suspect not much difference in stock results between UTX and HON going forward. This year, UTX seems to be outdoing HON: finance.yahoo.com Over five years, they track: finance.yahoo.com I like neither as regards their aerospace stuff: HON: 35% of revenue, 46% of operating profits UTX: Pratt&Whitney and Hamilton Sundstrand: 33% of rev, 40% of operating profits. Adding in Sikorsky gives another 9% and 6%. (I've already got an appetite full of aerospace (e.g. GR, COL, PCP)) I like UTX for Otis. A razor and razor-blade business, it has been said. Div. yield %, 2.60% vs. 3.9%, HON wins. Not sure it's significant in making the buy decision. Haven't looked at rate/freq of increases. Also of course depends on how long somebody would be holding the stocks. Given what I already have with aerospace, I'm sticking with UTX. Pass on HON.

To: E_K_S who wrote (34964)	8/25/2009 11:36:57 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78717

Diversified Industrials: Looks like both UTX and HON have moved up a little from end of July. finance.yahoo.com Closed my ETN position today. Forward p/e of 18 is my reason. It makes the stock look too pricey for me. P/b compared to previous years though is low; p/sales is "normal" for some years, low compared to other years. 3.6% yield is okay. Overall, I'd rather be out than in. Fwiw, I'm trying to build a small position in "diversified manufacturer" Flowserve (FLS) if I can get my price. Company's stock and performance seem to be doing okay for now. Not sure I can call FLS a value stock though: p/e is relatively low (compared to itself) at 11-12. P/b is relatively high at 3x. Otoh, roe is up from past years, and d/e number seems to be coming down. Back otoh, roe has been lots lower and missing when FLS had losses in '01 (FLS being profitable in 9 of past 10 years). On the one hand, lots of inside sales recently:http://finance.yahoo.com/q/it?s=FLS Otoh, positive Zacks report out tonight: finance.yahoo.com