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- Cohen thinks 2013 is the year that the large cash hoards that have been built up for years start to get used in the form of dividends, acquisitions and expansion.
- Earnings and book values have been increasing along with share prices so the stock market valuation has not gotten any less attractive.
- The fact that many companies still trade below book value means that an acquisition is a less expensive way to expand (buying below book) than building something new.
- All Western countries have declining birth rates; without immigration it is difficult if not impossible to grow economies.
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