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


To: Paul Senior who wrote (38205)6/30/2010 12:38:09 AM
From: Spekulatius  Respond to of 78763
 
re ARW - this looks cheap with expected earnings north of 3$/share for 2010. Tangible book is around 2B$, current valuation 2.76B$. The business has recovered well from the recession. I think it's a buy here - I'll start fishing for shares.