ABB / Kuhlman: Sweetspot for the Power Grid - Jeffrey Lin

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ABB / Kuhlman: Sweetspot for the Power Grid
Jul 16, 2008 11:01 PM UTC

Jeffrey Lin

Return	Risk
-27.39%	MID

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Symbol	Sentiment	Start	Return	Closed
ABB		07/16/08	-8.55%	08/01/08
SPW	n/a

Via Long Investment Ideas from Seeking Alpha:

ABB Ltd. (ABB) finally made the move I’d hope they make! In this A.D.D. market only able to focus on 2 things, financials and oil, great things are happening at individual companies and not even registering on the radar.

ABB acquires U.S. transformer company Kuhlman Electric Corporation. This is one of the sweetspots (of the limited investable opportunities) for the power grid upgrade and buildout. I own SPX Corp (SPW) exactly for their transformer business, SPX Corp’s fastest growing business:

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