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

To: Spekulatius who wrote (46916)	3/6/2012 11:05:56 PM
From: Sergio H	Respond to of 78702

Clown....There's too many people willing to buy on any downside for a deep and true correction to occur right now. It would be healthier for the market if there wasn't so much money on the sidelines waiting for opportunities to add shares on down days. You can't compete with the computers that are doing that.

To: Spekulatius who wrote (46916)	4/13/2012 3:32:41 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78702

Bought a first lot of SI today at 93.5$. I also have accumulated a few shares of KSB.DE @ 457Euro, KSB.DE is a midcap german pump company. Below is a link to a good writeup from Gurufocus: Positives: +Excellent balance sheet with ~ 200M$ in net cash +Valuation PE around 10x, EV/EBITDA ~4.5, P/B ~ 1.1 +earnings expected to grow ~ 10% in 2012 relative to 2011 +good long term growth record +nice dividend (~12Euro/share) +resilient business + family controlled (via Klein holding) - earnings pressured by material cost and below peak earnings (~ 60Euro/share) - European contagion risk - 2 tier share structure (KSB.DE and KSB3.DE - the latter have no voting rights) I like the pump business because the economics have improved over the years, cyclicality is reduced since i watched that company in the 1980's. I suspect that it is due to increased consolidation and the important of the resilient and profitable service business. I think this trend is likely continue gurufocus.com