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

To: Spekulatius who wrote (50853)	2/12/2013 9:17:39 AM
From: E_K_S	Respond to of 78753

Thank you for your comments. As a German company I knew you followed them. It seem to me that switching out some GE for LINDE would be a safe play. You get a smaller divided but a better growth candidate. LINDE's financials are better too. It's a bit of an effort going through their annual report as everything is reported in Euros and one has to make the conversions. I typically do not invest in any foreign securities as my Broker really does not offer it (very high rates) and the financial are hard for me to review (if I can even find them). I do buy ADR's. LINDE is offered as an ADR under the symbol LNEGY. EKS

To: Spekulatius who wrote (50853)	2/12/2013 9:29:00 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78753

Industrial gas co's: I agree w/you guys. Not so much value stocks now. Good ltb&h stocks though. I learned that after selling ARG several years ago at much lower prices than currently. Fortunately, I have kept all my few shares of APD purchased in '08 with adds in '09-'12 and mentions here along the way. Small amount of shares in total, but I'm grateful for it anyway. Here's a recent article comparing several companies in the business, with the author making the case ARG is the best among them: seekingalpha.com