February 27, 2014
I would be the first one to admit that I am relatively new to investing in anything beyond the technology industry. In the last year or so, it has been hard to find real value in the technology sector as the markets rotated into this space in a big way. But when you get out of the technology space and start evaluating companies like MT, what is refreshing is the fact that you can analyze these stocks based on physical assets and their productivity rather than a heavy bias towards intellectual property that dominates the technology space..
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