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


To: Graham Osborn who wrote (55361)5/26/2015 10:14:11 PM
From: Graham Osborn  Respond to of 78688
 
Correction: DCF $65-75/ sh. Assuming adjustments to operating revert to the 5Y average.



To: Graham Osborn who wrote (55361)7/8/2015 1:47:15 PM
From: E_K_S  Read Replies (2) | Respond to of 78688
 
Chicago Bridge & Iron Company N.V. (CBI)

In for a few shares of CBI @ $44.81/share. Owned this one when it was $25.00/share years ago and sold that at $38.00.

Company is s elling at a 27% discount to it's Graham valuation of $57.88/share.

Here are a few recent deals they announced:

CB&I jumps into $1.5B Occidental petrochem project

Chicago Bridge lands $75M plant services contract

EKS