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

To: Spekulatius who wrote (44669)	9/29/2011 11:58:23 AM
From: E_K_S	Read Replies (1) \| Respond to of 78715

<...baseon my analysis (PE,PS, margins) ABB is not that cheap...> Is this compared to it's peers or just by overall historical levels? Based on my 2008 purchase, the company is selling at a lower PE now with a larger order book. I have not compared their relative margins from then and now but I suspect they may be lower as a result of their recent acquisition of *Baldor Electric Company* ( Jan 2011: abb.com ). I was surprised by the amount of their on going "service" revenues. Reminds me of IBM and how they built up their service & consulting business. EKS