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Strategies & Market Trends : Value Investing
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To: Winix who wrote (25759)1/21/2007 1:54:45 AM
From: rz   of 78702
 
Winix,

In one of your earlier messages you mentioned Tenaris’s spectacular rise, implying that TX might rise in a similar way. Tenaris has a product, namely seamless steel tubes, used mainly (but not only) in more challenging oil & gas drilling. They have only two competitors in the entire world (maybe even Universe). Does TX have a product that differentiates it from the competition or are they mainly commodity type producer?
As far as the water companies, having Amazon all to yourself - what is the appeal?

Thanks for the info you have provided so far. I am looking forward to more.

Cheers,
rz
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