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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: researchowl who wrote (12092)9/6/2005 2:50:10 AM
From: Paul Senior  Read Replies (1) of 37387
 
OT: pe. I know of no company that specializes only in polypropylene or polyethylene sheets like that. Companies I'm familiar with have diverse product lines. Dow probably not what you you want - too big. Spartech being smaller, might be closer. (I have shares of both companies. I'm no expert in this area though.)

spartech.com

Plenty of media reports about shortages relating to construction materials. Of course, being a reader of this thread you are aware of several possible stocks in this arena. Fwiw, my favorite at this time is cement/concrete producer Cemex (CX). I've been adding to my small position recently.

All jmo, I'm no expert on these sectors, on shortages or these specific companies. And I've been wrong many, many times.
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