Siemens AG (ADR) (SI)

Major conglomerate that's cheaper than G/E, pays a dividend with a payout ratio of only 10% currently (vs G/E's 50+%)-there will be reversion to the mean here. If you take low end of next year's earnings estimates for both companies, SI comes out way ahead as far as being cheaper at valuation goes.

I like the business, looks like they could take advantage of the increasing shortage of oil with their electric power/railroad business.

In technical terms "me-likey"

Siemens is a big, diversified engineering company with many niches. Well-capitalised and well-positioned to take advantage of likely infrastructure spending by Keynesian-minded governments. P/E and yield look good. I got interested because of their work in wind power, they are one of the few companies manufacturing blades for wind turbines. Siemens is a solid company and a good long-term bet to recover its value, but be prepared to hold for a while.

SI has been highly successful before the financial crisis, albeit with the aid of a weakening dollar.

Siemens' focus on their three megatrend sectors, Industry, Energy, Medicare, will aid it through the shortterm 'recession': people are getting older, countries are becoming increasingly industrialized, and more energy is needed.

A risk is a stronger dollar...which effects this ADR, but Siemens is trading at almost 35% of its high 9-10 months ago.

Si is into water products, wind power, electric power generation and transmission, nuclear and more. It is what GE could be if it dumped its finance and home appliances. Great company at 125 per ADR

With many developing nations building electrical plants, Siemens is landing contracts for their specialized technology in clean energy production. They also retrofit existing facilities.

Huge insider investment recently points to upward stock mobility. Not going to make you a ton but a solid, solid outperform pick.

Siemens is a company that has good fundamentals. THe company is expanding into new territories. The Med deivision in on the cutting edge of technology for the industry. Also, the way their software products will be tested in an automated fashion, is way ahead of the rest of the software industry. They are not done working out the kinks in their processes but once they do, Siemens will not postpone another install date.

Profits are up but sales are down. Short-term gains realized by reducing losses in some divisions.

Siemens AG has grown this year 54%. The interest in sustainable energy and CO2 emission reduction will continue to fuel demand for wind power generation technologies, engineering, construction and operation of these utilities. Increased patent applications, R&D, and production on approved patents will contribute to the expectations of continued growth and out performing the S&P.

SI, a very large and diverse company with excellent management skills will continue to flourish. One small facet of the company will and is taking off very well and that is in the area of hearing aids. Baby Boomers are now at the age and lifestyle where hearing becomes a problem and there are a lot of them out there. Add this to younger generations experiencing high levels of heavy music in cars and Ipods you have a escalation part of SI's business. This pricey stock will continue to rise for some time.
BrassB

Good medical products, especially for diagnosing.

Siemens is a very strong player in power generation and railways transport. Both areas will be in huge demand in "expensive oil" era.

Very diverse company. Healthcare sector is now the strongest player in the world. Other sectors are strong as well.

Siemens has laid the groundwork for years of innovation and rapid development that will see them overtake competition as others struggle to retool and reorganize their 20th century development models.

Good margin on their products.

good brand

SSRI 1

Going gang busters. It's a perfect stimulus package company.