Arrow Electronics, Inc. (NYSE:ARW)
A global provider of products, services, and solutions to industrial and commercial users of electronic components and computer products.
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No deep analysis made for this pick. Just a simple Holt exercise.
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Low PEG and P/E
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Barron's Roundtable 2011 - Scott Black's pick
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Another SMA crossover experiment.
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Low P/E
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bought more shares on 9-18-08
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Value play decided on by a bottoming screen I like to run using book value and price movements. Pick trades at less than 1 price/book and earnings growth is improving.
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On a strictly technical basis, my magic charts say this will outperform the S&P
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Electric is such a big supply for not only the usa but world wide. If you look into the things people have to pay to get by is Electricity and the development of electronics and lighting, is people want to save every dollar of any bill and low cost energy eff. device's and lighting
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Historical parameters.
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Growing market and well placed to take advanatage of any growth.
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This stock meets my criteria for a long-term buy: great management and a good price.
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Boeing silver rated supplier
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Semi market will not last another year
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Revenue growth is solid. ARW has been using cash to pay down debt and make acquisitions.
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Company operating as a procurement hub in dynamic transactional market which is returning good results. Position secured by breadth of network, relationships and time for competitors to replicate.
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one competitor, wide moat.
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