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

To: E_K_S who wrote (56031)	9/15/2015 10:56:41 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78714

YARIY/PX. Regarding the CO2/dry ice business: if I knew Yariy had it, I forgot it. Sale to PX could benefit PX because PX just might get those cost savings and synergy, if PX can successfully integrate the business in its already wide European gas distribution business. I'm also waiting for YARIY to drop a bit more before I add. Meanwhile and fwiw, I hold PX at a loss - hoping for a rebound in the stock in 2016. (I like the industrial gas stocks - necessary product, slightly annual growing demand, history of profitable operations (consequently generally expensive stocks - high p/e's). -- Have held APD since 2008.)