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


To: NikhilJog who wrote (43626)9/19/2011 2:02:52 AM
From: Spekulatius  Read Replies (1) | Respond to of 78744
 
re FDML, VC. i think I prefer VC over FDML. Reasons:
VC has an unlevered balance sheet
Asian business stakes that are not reflected on balance sheet (SAIC venture)
higher technology content

FDML
- shareholder with a large stake may be willing to sell
-aftermarket business

FWI,W both FDML and VC have a ~500M$ in their post-retirement benefit plans.