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Real-Money Stock Picks / Messed-Up Expectations Portfolio
|Subject: Re: PWER - shareholder friendly||Date: 10/26/2012 9:09 AM|
|Author: anuragupta||Number: 819 of 1256|
More share buybacks on the cards provided they can bring back the money in a tax efficient manner.
It seems margin compression and edging down of the sales next year due to EU concerns is on the cards. It appears to me that the company is not banking on much success in China, Japan and India due to intense competition from local Chinese vendors.
To me, although this stock is super cheap, it seems that it does not have a long term story in Asia and I wonder what the competitive landscape will look like in a decade.
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