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

To: Paul Senior who wrote (48835)	7/20/2012 11:55:38 AM
From: Spekulatius	1 Recommendation Read Replies (1) \| Respond to of 78746

Re JCI - ~10x earnings is still expensive for what is essentially an automobile supplier, albeit one with better than average economics over time. I don't like car suppliers very much and think they should trade at lower multiples than other industrials. Also, I noted that JCI's sharecount has increased over time, while most industrials manage to reduce their outstanding shares, except when they do larger acquisitions. It may be a stock that looks good to the dividend investor crowd but not to me. My experience/hearsay with the building management business is not the greatest either. Peter Lynch test= fail.