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

To: E_K_S who wrote (44652)	9/28/2011 7:54:57 PM
From: J Mako	Respond to of 78700

<Try looking at ABB Ltd Common Stock (NYSE: ABB ) and you tell me if this is a value candidate at current prices?> Thanks EKS. Let me take a look at this in the next couple of days.

To: E_K_S who wrote (44652)	9/28/2011 8:15:58 PM
From: Sergio H	Read Replies (1) \| Respond to of 78700

<I like that they only have 11% exposure in new orders in Europe and most of those are in Germany. So if there is a European blowup they would not get hurt too much.> For the long term investor ABB looks fine. Germany will be undergoing a massive increase in power generation capacity in 2012 and 2013 affording ABB an opportunity to parcticipate. Right now ABB seems to be swimming in tune with the general swiss market which is following the daily noise on the Europe sovereign debt issue. bloomberg.com Any thoughts on the value of the Swiss franc on ABB? There is pressure for the Swiss to lower the value to help their own economy.

To: E_K_S who wrote (44652)	9/29/2011 1:22:17 AM
From: J Mako	Read Replies (2) \| Respond to of 78700

re: ABB and CBI I read about CBI in Barron's. I took a cursory look of both of their financials. Both look worth further investigation. Thanks for the lead! CBI doesn't carry any inventories while ABB does. Interestingly, ABB has higher net margin at 8% while CBI at 5.8%. I'm wondering if because they can mark up the supplies. One thing that caught my eyes is ABB's cash conversion cycle is trending up over the years. Something needs to keep an eye on. It carries more inventories and has less outstanding trade payables than it was 5-10 years ago. Btw, I thought the prices of LNG and shale gas are correlated with oil price?