Four Long-Term Winners Selling at Deep Discounts [View article]
231796, I did notice that I was a bit light, as I was referring more to their recent P/E ratio. Your numbers only make my case sounds better, so I'll stick with yours! One concern for MMM seems to be their perceived over-exposure to the thin LCD coating (don't know the correct term, I apologize) market. However, most people have either bought one of these, or with the sunset of Analog Service, many will move towards LCD style TVs. I think this is a stable business, so i am not sure what everyone is so afraid of (likely the same reason for the downfall in Corning as of late)
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231796, I did notice that I was a bit light, as I was referring more to their recent P/E ratio. Your numbers only make my case sounds better, so I'll stick with yours! One concern for MMM seems to be their perceived over-exposure to the thin LCD coating (don't know the correct term, I apologize) market. However, most people have either bought one of these, or with the sunset of Analog Service, many will move towards LCD style TVs. I think this is a stable business, so i am not sure what everyone is so afraid of (likely the same reason for the downfall in Corning as of late)
Jul 24 02:42 am
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All Comments by Larry Bellehumeur »Four Long-Term Winners Selling at Deep Discounts [View article]
Thanks for your post...
Larry