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


To: Paul Senior who wrote (62055)5/24/2019 6:51:33 AM
From: Spekulatius  Read Replies (1) | Respond to of 78549
 
WAB is starting to look interesting. I believe they trade at ~10x forward EBITDA. The merger with GE doubled the size of the company. At the Time of the merger, WAB traded at almost 14x EBITDA. This company has a great track record long term so it bears watching. I don’t think the valuation is compelling yet, but is certainly a company where Mr Market was very enthusiastic and now throws in the towel.