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

To: Shane M who wrote (53426)	2/14/2014 5:31:56 AM
From: bruwin	Respond to of 78715

Looking at their financials I wonder if it's not, perhaps, CLF which will come back before EXC ? CLF had a poor report back in its previous Q4, due to large negative 'Special Charges', which also affected its last Annual. Things have improved since then. It shows a healthy EBITDA Margin of 22%, low debt expense, and its Pretax Return is reasonable at about 18%. Good increases in Revenue and Bottom Lines in its last 3 Quarters. EXC is a bit behind CLF's numbers. EBITDA Margin is better at about 28%, but debt expense more at 14% of EBITDA and Pretax Return low at 2.5% Annual, and 4.7% TTM. Should be interesting to see which way it actually goes, down the line ...