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


To: Spekulatius who wrote (52015)8/7/2013 1:17:07 AM
From: Jurgis Bekepuris  Respond to of 78618
 
Looking at KSB.DE vs EVK.DE, which one would you prefer? For me it seems that KSB should have a bit more moat, but EVK has higher net margin, so it's not clear. FCF kinda sucks for both. Both have exposure to China. A bit more debt at EVK, but they are getting rid of RE business.

Hmm, it seems like a tossup. Perhaps I should get a small position in both. :) Although, VASTN might be a better place to be.