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Good morning Zeev,what do you think of metals here,,prices seem to be recovering nicely in select areas..I bought AA,,aluminum is on the rise and capacity is tight,,looking at ATI as a possible play on stainless and specialty metals(they bought Bethlehem's stainless assets)..Also picked up IP as a paper/pulp play,,again pulp is showing lower supply and higher prices...and consolidation is the name of the game in all these areas,a lot of cheap assets out there..What's ya think? Am I sticking my neck out to far?<g>..AA's P&F chart is shaping up nicely,double bottom at 65 has held so far..IP's still a bit early, a good buy signal would be a print of 38-I'm early<g>,33 bottom appears fairly solid...TIA, DD |
