Charles Lannon Siemens AG SIEGY-OTC COMMENT Feb 20, 2015

One of the largest European industrial stocks. This hasn’t done much for several years. Revenue has been kind of flat at about €75 billion for several years. Earnings have kind of bounced around between €5 and €6 for several years. Similar to General Electric (GE-N), an exercise in portfolio pruning and management. Valuation is not bad at about 16.5X PE with a nice dividend at about 3.5%, but can’t see how it could outperform the market.

Charles Lannon

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Reasonable valuation with a good dividend yield. Acquisition a few months ago was not well timed, but it is a rock solid business. He would like to own it at the right price. They are a well run business with a great position in a number of their businesses.

DON'T BUY

Industrial companies in the US are struggling with the high US$. This one is selling in Euros. He is very cautious on the industrials both in the US and in Europe. It’s a good company but he is not interested in the sector.

COMMENT

(Market Call Minute.) This is okay. Not a stock he wants to own but they are improving.

DON'T BUY

Longer term you will make money, but today he struggles with their slow growth. He would pass on this today.

COMMENT

An engineering business. They are all over the world in many areas. Siemens Energy, which was spun out last fall, would be where he would look at. It gives you exposure to clean power, since it is well positioned in off-shore and on-shore wind energy, as well as gas.

BUY

Engineering in the industrial sector. Finds the energy spinoff more interesting. Gives you exposure to classic gas turbines, as well as to one of the biggest wind turbines in the world. Neat way to play economic recovery, while getting exposure to renewables. Always consider liquidity of the ADR when looking at dual listings.

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Charles Lannon Siemens AG SIEGY-OTC COMMENT Feb 20, 2015

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