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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area
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To: sscholle who wrote (8631)3/30/2005 8:39:45 AM
From: Crossy  Read Replies (1) of 37387
 
sscholle,
maybe just because of that.. coking coal is an input to steel.. when you got no futures markets to infer a market price trend as in oil, it's all guesswork whether steel demand is strong enough to overcome steel producers margin squeeze from input factor price increases..

anyway, I would prefer minimills over integrated steels at any rate.. that means firms like RESC... WPSC is at least a partial minimill operation..

hope this helps
CROSSY
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