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

To: Spekulatius who wrote (50714)	1/31/2013 1:32:26 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78528

Do you have more thoughts and/or valuation on FN? Looks somewhat interesting and possibly undervalued. I am somewhat concerned that it's a contract manufacturer. I never saw much moat in these companies. It seems they could lose business as fast as customers can say "cheaper at similar quality". I am sure I am overstating the risk, but I am not so sure this is attractive long-term investment, since growth while maintaining margins might be difficult.

To: Spekulatius who wrote (50714)	10/21/2013 4:43:02 PM
From: E_K_S	Respond to of 78528

Devon Energy Corporation (NYSE: DVN) Crosstex Energy Inc. (NasdaqGS: XTXI) Crosstex Energy LP (NasdaqGS: XTEX) goo.gl MLP Unit Merger, Higher Dividends From The Parts Shares of Crosstex Energy Inc. (XTXI) are up more than 60% in the early afternoon on Monday and common units of Crosstex Energy LP (XTEX) are up more than 35% following the announcement this morning that the two companies are teaming up with Devon Energy Inc. (DVN) to form a new midstream master limited partnership and a publicly traded general partner firm. This is welcome news for shareholders in all three companies because the potential payout is likely to be well above what they’re used to. Have you figured out the best way to invest in the MLP assets? Maybe DVN continues to be the best bet for obtaining the undervalued assets. You are pretty familiar with the total value of the parts, Is there still a value play left in this? EKS