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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: michaelrunge who wrote (12094)	9/6/2005 3:39:05 AM
From: Paul Senior	Read Replies (1) of 37387

The companies will likely do well in the rebuilding. These stocks though have all - all that I see anyway - shot up in price. Will they go higher?- I don't know. I figure FLR and JEC are the one's everyone will have gone to first because of their size and stature, so my not being in now means I might be too late to the party. These contractors in past have seen sudden big drops in share price as they have have announced problems with accounting for completion of projects. (Maybe this is not an issue now). It's hard to find smaller companies that have stocks that haven't moved up. I've looked at bridge builders, building supply companies, etc. etc. I am holding the ones mentioned here by others. I've mentioned HBP - it's reported a poor quarter (cripes - in this good busines environment?), and the stock seems to be the only one that I have found that hasn't moved up. In fact, it's declined. Although it might be too late, fwiw I recently steped up to a few shares of ElkCorp. Maybe they'll do okay replacing roofs and shingles damaged by the hurricane(s). finance.yahoo.com ------------ I prefer cement/aggregates because its a localized business - very expensive and maybe now difficult to ship that stuff, so companies with facilities near where the construction is undertaken have a big advantage. Lafarge is okay. Dale Baker follows it on his thread (50% gains). I started with CX several years ago: I like its geographical diversity, its methods of operation in Mexico (sells one bag a time to people who build as they get money to buy supplies), and its technology infrastructure and management. CX is big in the USA also. LAF might be the better bet - probably both/either would be okay, I do not know. Just that I am sticking with what I brung to the dance. The companies characteristically have low p/e's. Maybe that will change if indeed there are shortages. This morning I'll up my few shares a little of intermodal railroader NSC which might be a beneficiary of supplies moving to rebuild in MS, LA, etc.

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