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

To: Paul Senior who wrote (44793)	10/4/2011 4:13:07 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78666

GEF has a little bit too much debt for my taste, or it would like it to be cheaper. I think that PH is attractively valued but of course business would be impacted by a slowdown in the economy. Their competitive position is as strong as ever and many of their products have a moat, since they are very hard to replace with a competing product. I can personally attest this based on my work experience. They also have the most complete set of products in many of their business lines. This is also and advantage because designers don't like to mix and match similar products from different manufacturers if they can help it. Nothing better than a nice little rally towards the end of the day to confound bulls and bears alike.