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

To: gizwick who wrote (57285)	5/16/2016 11:07:02 AM
From: E_K_S	1 Recommendation Recommended By ekimaa Read Replies (1) \| Respond to of 78967

U.S. and Chinese Tech Firms Team Up on Sensor Networks for ‘Smart Cities’ China plans to spend heavily on technology to help cities cope with headaches such as air pollution and traffic jams—and perhaps unruly mobs and outlaws. Silicon Valley companies are teaming up to seize the opportunity despite civil liberties issues, a trend that could raise the profile of players like Sensity Systems Inc. The closely held company, whose investors include Cisco SystemsInc. and General Electric Co., on Friday is expected to announce a joint venture with a spinoff from China’s Academy of Sciences to help build new-wave data networks with such features as video surveillance and sensors to monitor traffic and air quality. ------------------------------------------------------ I fill more comfortable owning CSCO and or GE. Already have GE but CSCO could be a good value buy w/ all the cash they have. EKS

To: gizwick who wrote (57285)	5/16/2016 12:10:15 PM
From: bruwin	Read Replies (1) \| Respond to of 78967

" ... was taken to task by some here for recommending it" Shouldn't let that cramp your style. "Each to his own", as they say {;-) If you've done well out of the way you've interrogated and chosen stocks, then I'd say that there shouldn't be a reason for you "to change course". Looking at CETX's last Annual it shows a nice Top Line Revenue increase of just over 19%, but Bottom Line is up by only 3.7%. Most of the Revenue reduction appears to be at the CoS level where the CoS/Revenue is up from ~67% to over 71%. SG&A/Rev. has reduced from ~26% to about ~24%, which is a positive. If a greater percentage of the Top Line gets to the Bottom Line, especially as the Revenue increases as we've seen and as you predict, then there shouldn't be a reason for the 'market' not to like the stock ...