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

To: Graham Osborn who wrote (55436)	6/8/2015 6:33:44 PM
From: E_K_S	1 Recommendation Recommended By Mattyice Read Replies (2) \| Respond to of 78667

What's your feeling on GHM expanding their reach into other specialty steel containment vessels specifically in the nuclear area? That's the wild card for me. If they can go out and get those high end design/custom jobs from a GE and/or Lockheed. Lockheed usually will do the research in-house then will use subcontractors w/ very tight specifications (military grade) on long term service agreements. FWIW, bought a bit more of AP as I like their different specialty business lines. I may add some GHM because of their Oil/NG sector exposure but long term I really like the specialty custom service business; high margin and usually supply large customers w/ custom work. Buffet did this w/ his tungsten tooling companies from drilling bits to knifes. I can see the same thing for high end forged steel items and specialty containment vessels. EKS