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| DON'T BUY | 96.340 | Paul Harris, CFA | European equivalent to General Electric (GE-N). In power generation, transmission and distribution. Also in automation, etc. A conglomerate. Did a good job of bringing down there cost structure recently. Doesn't think you will get the margin improvements from the cost side anymore. Spending into a Asia but are tied to Europe, which will hurt them in the next little while. You can probably buy cheaper. | 2011-10-06 | |
| DON'T BUY | 89.290 | Charles Lannon | Largest conglomerate in Germany. There are great opportunities to pick up opportunities like this with the recent sell off. They are going to have to work hard in the upcoming cycle to grow. Smaller companies can do this more easily. ABB, Snider are good examples. | 2011-09-22 | |
| DON'T BUY | 60.810 | Paul Harris, CFA | (Market Call Minute.) You'd be better off buying General Electric (GE-N). Not a well-run company. | 2008-11-05 | |
| WAIT | 95.050 | David Driscoll | Going through a little retrenchment right now. Had a lot of layoffs and has a lawsuit hanging over them. Also investigations on trade practices. At some point here it is going to become fairly decent value. There is no rush to get into it. Price to cash flow of less than 5 would be a sign that it is getting cheap. | 2008-09-16 | |
| WAIT | 116.870 | David Driscoll | One of the top European companies as far as quality is concerned. Their falloff has been standard along with all the other industrials. 2.2% yield. Free cash flow yield after interest rates so it is still attractive here. If there is another correction in the summer, you might get a better opportunity. | 2008-04-23 | |
| SELL | 113.080 | Mark Grammer | It’s hard to know if management is trustworthy. | 2008-03-18 | |
| BUY on WEAKNESS | 130.200 | Mark Grammer | It's on his working list, and if it was the right price he would buy it. (It's close now). Has gone through a scandal and changed the CEO because of it. Were trying to be all things to all people, now are reining in their focus. | 2007-06-06 | |
| Comment | 124.760 | Paul Harris, CFA | A conglomerate. Is thought of as a GE of Europe. What is an under performer but restructured nicely. Should continue to do well. | 2007-04-23 | |
| PAST TOP PICK | 106.180 | Neil Wickham | (A Top Pick Oct 3/06. Up 22.7%.) Considered as the GE of Europe. Still considers this as a Hold. | 2007-03-20 | |
| HOLD | 89.960 | David Driscoll | A good company and worth hanging on to. | 2006-10-20 | |
| TOP PICK | 86.370 | Neil Wickham | A global manufacturer of electronics and electronic engineering. Great cash flow. Moving out of telecom and into medical engineering. | 2006-10-03 | |
| DON'T BUY | 34.430 | Mark Grammer | Siemen is going through a restructuring. The merger with Nokia is a positive thing. He prefers Ericson. Not a buyer at this level. | 2006-09-28 | |
| BUY | 96.830 | Mark Grammer | A German conglomerate. Had a fairly good run in the last several months. Management seems to be taking steps that are more investor friendly. Talk that they will sell off their mobile phone operations. The direction they are taking will bode well for them in the future. On his radar screen. | 2006-04-25 | |
| BUY | 79.260 | Don Reed | Things are coming together. Very strong well run German conglomerate. Likes at these levels. | 2005-07-25 | |
| BUY | 57.190 | Arthur Heinmaa | Will be tainted by the same questions that GE has. Overall looks good plus you getthe rise of the Euro. | 2002-02-08 |
