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steeledge

02/05/14 9:45 AM

#158941 RE: hweb2 #158940

hweb, re: SEV -- great trade! I'm hoping this can pull an ARCW/PRCP-like run (or even KONE for that matter!).

The fully taxed EPS of .14 was better than i had expected, and with mgmt predicting margin expansion, that bodes well. Toss in the China EV JV, and there's definitely some excitement here. Oh, and the final wildcard is Gabelli's activism.