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

To: Spekulatius who wrote (2127)	8/2/2012 11:04:09 PM
From: Spekulatius	Respond to of 4721

Re PH - here is an article that I like. What the author is writing is true, based on personal work experience (i deal a lot with equipment and much of it has Parker Hannifin components somewhere. In one case, we replaced a part that was failing after ~6month with a component from PH, after our mechanical guys consulted with an application engineer from Parker. Replacing this fairly cheap component worth probably 50$ cost thousands of $ in downtime, not counting the aggrevation. The component from PH we strted to use lasts for more than. 3 years nd counting. Nobody cares that it cost 3x as much... I can't put a number on this but this company does have a real moat. Another one that is similar in some respect is Keyence (optical sensors); a lot of their products have no equal. Keyence is a Japanese company but the stock is not cheap. jsmith.cox.smu.edu

To: Spekulatius who wrote (2127)	8/2/2012 11:19:18 PM
From: Sergio H	Respond to of 4721

SE was my entry and I agree. While I will continue to hold this stock, we should throw it out as a candidate. I also agree with CMI over F and CSX. ADM I don't think is a good pick for reasons I previously stated.

To: Spekulatius who wrote (2127)	8/2/2012 11:36:08 PM
From: E_K_S	1 Recommendation Read Replies (2) \| Respond to of 4721

Agree w/ you regarding F. Would concur to eliminate F. SPLS for retail is a good value pick. I vote to keep SPLS. I prefer ADM to SE. In fact I sold my SE based on reaching fair value. They came out w/ their earnings today and they were so so. I was close to pulling the trigger on more ADM but will wait for anything below $25.00/share for my next buy. I agree we keep ADM but still not sure on SE pending other eliminations. Therefore, toss F in the elimination basket... keep CMI. EKS