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Strategies & Market Trends : Value Investing

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To: hoyasaxa who wrote (21976)9/1/2005 1:53:19 PM
From: Bob Rudd  Read Replies (3) of 78746
 
I picked up FLE & SGR yesterday.
FLE went from 10.6 to 15.50 on last years hurricanes: 8/31/05 "a 50-member FEMA team was in Louisiana, MAKING PLANS TO BUY, ORDER AND MOVE HUNDREDS OF THOUSANDS OF MOBILE HOMES into the area." msnbc.msn.com
FLE has 11 MH plants and 2 RV plant within ~800 miles of the affected area, but none in the affected area. media.corporate-ir.net
SGR is a pipe bender & construction contractor
Both have warts.
I'm catching another amazing bounce on my small remaining position of STV which does roads and sewer construction...primarily in Houston, but could do same in affected area. Since I got it at ~3 and it's now $22, I'm psychologically indisposed to add more.
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