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

To: Spekulatius who wrote (56405)	12/16/2015 7:58:14 PM
From: E_K_S	Respond to of 78748

Looked at both WCC & MSM. I like MSM better because debt to annual net income is about 30% less. BV better for WCC. I have little exposure to this sector so I I will add to my watch list. FWIW I upped my AP position by 18% . The company announced an accretive acquisition that opens up more distribution channels. The $80mln cost is pretty large adding 45% to their market cap.: 30% debt, 30% cash and 40% equity is how they pay for the purchase. There are two large value investors w/ positions; Gabeli 8% and GAMCO INVESTORS, INC. ET AL equity fund 24%. I have a full position now and will see if new management has the pieces to get this company to grow again. 6% dividend s/d be safe but would not be surprised to see it cut in favor of generating future growth. EKS