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

To: Spekulatius who wrote (52957)	12/8/2013 3:40:27 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78702

MDR/construction-contracting business. MDR is a crappy business run by crappy management. For me, not necessarily a reason to avoid the stock. I prefer to view the business as cyclical and the stock undervalued now based on past metric figures. I expect I'll continue to hold my few share position. Fwiw, in this sector I currently hold GV (8/13 posts) ,STRL (4/29/13 post), CBI (3/1/10 post), FLR (3/10 posting), URS (stub from 2/03 posting --in at $9.24; now $53.17, for somewhat less than an 11-year hold).