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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (22011)9/8/2005 12:56:20 PM
From: schzammm  Read Replies (1) of 78645
 
Paul,

OT: Katrina plays. Granite Construction is involved in almost all infrastructure services both public and private. Stock is up due to anticipation on Highway bill and now a reconstruction play.

ITT Industries does it all, especially appropriate are their solutions for the water, wastewater, and treatment. In all the flooded areas the ground water is/will be contaminated.

Disclaimer, in case of recession in the ST, IT all bets are off regarding stocks. There is no question the economy is going to slow for a variety of reasons, the question is how much things slow down. JMHO
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