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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (16298)1/28/2003 10:43:20 PM
From: Paul Senior  Read Replies (2) of 78666
 
Jurgis Bekepuris, re. CX: still maintaining my position. Jobs are exiting Mexico for China. That's a problem. I still expect people to be building their homes though as the Mexican economy develops, which will happen (eventually). As you may know, CX sells their cement in Mexico one bag at a time (i.e. when money's available, people resume their home improvement efforts).

Also with CX, one gets an astute management and a geographically diverse business.

Possibly not the best buy going at this time... but now at lows, I won't be selling it either.

jmo

Paul Senior
I have MLM on my watch list.
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