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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (48499)7/5/2012 3:44:20 PM
From: E_K_S  Read Replies (2) of 78673
 
Kronos Worldwide Inc. (NYSE: KRO)
Trinity Industries Inc. (NYSE: TRN)
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Closed position in KRO for small profit. Will try to re-enter at a lower price (below $14.00). Still a bit too much exposure in Europe than I would like. Move the proceeds into TRN. TRN is a better value proposition to me. Also, they gave exposure to North America only and should benefit from the NG infrastructure build out w/ their NG tanks and valve division.

EKS
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