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Gudovac1941 | gudovac1941.blogspot.com Reviews
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Companies - Not Economics - Don&#39;t get Massacred !
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4 alcoa
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7 dow chemical
8 emerson electric
9 general electric
10 methodology
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posted by,9 comments,labels abb,alcoa,alstom,american superconductor,dow chemical,emerson electric,general electric,methodology,regal beloit,don't get massacred,gudovac1941@gmail com,gudovac,2 comments,labels economics,concluded csx,and likely bni,hefty
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Gudovac1941 | gudovac1941.blogspot.com Reviews

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1

Gudovac1941: Regal Beloit (RBC) - Buy at $31 ?

http://gudovac1941.blogspot.com/2009/09/regal-beloit-rbc-buy-at-39.html

Companies - Not Economics - Don't get Massacred! Tuesday, September 08, 2009. Regal Beloit (RBC) - Buy at $31? The Second Quarter Results were released. 160;on 4.August.  . Financial Results are consistent with expectations.  . Revenues are down 30%. . Gudovac does note that Owner's Book Equity (stripping out Goodwill and other questionable 'assets') is a mere $300 million. This is yet another indication of how weak Regal is at operating metrics - it simply doesn't generate much profit. . Owners can vent...

2

Gudovac1941: Emerson Electric (EMR) - 4Q Results - Buy Now ?

http://gudovac1941.blogspot.com/2009/11/emerson-electric-emr-4q-results-buy-now.html

Companies - Not Economics - Don't get Massacred! Tuesday, November 03, 2009. Emerson Electric (EMR) - 4Q Results - Buy Now? Management reported their 30.Sept results this morning. They were in line with Gudovac's. Expectations from last July. Is a well run mature enterprise that will return approximately 6 5/8% to Owners of common when bought at $34. . The Board of Directors felt confident enough to increase. At $34, Owners would be paying around 1.9x Owners. Book Value which is a premium to Gudovac's.

3

Gudovac1941: Regal Beloit (RBC) - 3Q results Still a Buy at $31 ?

http://gudovac1941.blogspot.com/2009/11/regal-beloit-rbc-3q-results-still-buy.html

Companies - Not Economics - Don't get Massacred! Monday, November 02, 2009. Regal Beloit (RBC) - 3Q results Still a Buy at $31? Management released their 3Q results. This morning. They are consistent with Gudovac's. Onto a reduced level of output and profits. Revenues and Operating Income are down 25% y.o.y. Gross margins are up due to a one time benefit from lower material prices. S, G, and A still has not been reduced in line with decrease in revenues.   EBITDA. This is in line with Gudovac's. This sit...

4

Gudovac1941: Happy Days are Here Again

http://gudovac1941.blogspot.com/2010/05/happy-days-are-here-again.html

Companies - Not Economics - Don't get Massacred! Friday, May 21, 2010. Happy Days are Here Again. I love the smell of Napalm in the Morning. Gudovac's price targets remain more or less similar to those of 9-12 months ago. price in paretheses is the current price. Owners might just observe good prices in the near term future. The price that follows is Gudovac's buy target. In Green are the Stocks that are close to a buy target. ABB ($16) buy at $5. AA ($11) - $9. ALS - 30 Euros. DOW ($25) - $12. Thanks fo...

5

Gudovac1941: Economics - Why did Buffet Buy BNI ?

http://gudovac1941.blogspot.com/2009/11/economics-why-did-buffet-buy-bni.html

Companies - Not Economics - Don't get Massacred! Thursday, November 05, 2009. Economics - Why did Buffet Buy BNI? Warren Buffet successfully made an offer for the 70% of BNI. Berkshire does not own.  He made the offer at a 30% premium to the market price. He made the offer 70/30% cash- BRK. Shares or 100% cash - depending on the seller's wishes.  For the rough. Purposes of this article, We can therefore consider Berkshire's offer an all cash offer. . Berkshire is paying more for  BNI. 160;than  BNI.

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