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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (30799)4/29/2008 11:11:40 AM
From: Jurgis Bekepuris   of 78746
 
OK, I don't know what's the "green" line of APOG, but hasn't almost everyone been using and pushing "energy efficient" windows for how many years? I'll agree that USA in general is mostly behind Europe in energy efficiency of houses (and offices probably), but I am not so certain there will be a huge windfall for APOG. I also read APOG soundbytes from Fool and their rosy view of commercial construction market is hard to justify in current environment. I do own couple of commercial REITs and for some reason they don't seem to be expecting or reflecting great year for commercial real estate.

Finally, IMO APOG financials are just mediocre. So, it's still a skip for me.
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