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Strategies & Market Trends : Value Investing
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To: Archie Meeties who wrote (10696)6/7/2000 10:56:00 PM
From: cpabobp  Read Replies (2) of 78751
 
I don't think I'd be too concerned about an economic slowdown for CX. Mexico has been on an economic slowdown for centuries. I am a holder of both CX and LAF.

I don't think we've seen much of a slow down in commercial construction yet, and heavy highway construction is on the rise...so I'd have to say an economic slowdown shouldn't have much of an effect on cement manufacturers as a group. Also, more importantly I feel that the anticipation of an economic slowdown in the US has already been factored into the stock prices.

Also, I bought an initial position in SNH yesterday and doubled up today.

Also bought TRN because of 2 really lame reasons 1) with gas prices continuing to remain high, what better way to ship than by rail? If that's so, rail spending may increase. 2) for profits on one of their smallest division (highway construction products) to help offset the cost of guardrail products I buy from them at insane prices.
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