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

To: Paul Senior who wrote (59437)	5/10/2017 1:45:21 AM
From: Investor2	Read Replies (1) \| Respond to of 78958

Any thoughts on AT&T?

To: Paul Senior who wrote (59437)	5/11/2017 9:38:26 AM
From: richardred	Respond to of 78958

On the drop. I looked at this one as a infrastructure play . I take it you saw their being sued by Westinghouse? RE: nuclear power plants are estimated to be $13 billion over budget and at least three years behind schedule, and may not be completed. I'm not sure of the merits or their liability insurance, but even under possible arbitration. It seems this potential liability might be a cloud hanging over them for awhile.

To: Paul Senior who wrote (59437)	6/6/2017 11:22:20 AM
From: E_K_S	Read Replies (2) \| Respond to of 78958

Chicago Bridge & Iron Company N.V. (CBI) - getting in GN value territory $17.72/share -7.64% CBI hit my value screen w/ GN valuation of $34.00/share vs today's sell off at $17.54/share (93% undervalued). I see no specific news other than the Qutar news that may/could impact some of their projects there. It does look like in their last earnings report, many projects got delayed and/or postponed due to energy markets. Will put on infrastructure watch list for possible starter position. Lows in 2008/2009 were as low at $7/share. Many times these construction companies sell off into extreme low valuations as investors fear the worse. EKS