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

To: MCsweet who wrote (53408)	2/13/2014 10:53:40 AM
From: walterenergy	Read Replies (1) \| Respond to of 78747

AAWW Yes, AAWW is predicting that earnings next year will be $0.70 lower due to the loss of military business. That makes sense to me that with the military cutdowns and pullouts that the business would decline. I think they are doing a decent job of growing their commercial business, and once the comparison to 2013 passes, the company should look better cosmetically. By then, it may be too late to buy at a value price. I am intrigued at $31.00 walter

To: MCsweet who wrote (53408)	11/16/2015 2:49:59 PM
From: MCsweet	Read Replies (1) \| Respond to of 78747

MIL, At a price of 2.19, MIL is looking interesting to me again. Investors are dumping the stock as they finally wrote down their Wabash Iron Ore Mine and Natural Gas Assets. I had already assumed both these assets at 0 (although worried Natural Gas Assets might go negative due to debt). MIL is trading well below book after the writedowns. Core business seems to be making a little money and building up cash, and they about to finalize a deal of acquiring a bank. Although company has done horrendously, I am thinking it is more being in the wrong place at the wrong time than them being totally incompetent. In the past (many moons ago) MIL and related Michael Smith companies actually made investors pretty good money. Seems like an opportunity to play for a January effect as numerous investors dump their stock at a loss. MC