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Strategies & Market Trends : Value Investing
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To: - with a K who wrote (24935)10/6/2006 8:45:26 AM
From: maverick61  Read Replies (1) of 78644
 
Thanks for posting this - I will have to check out OVTI further. I picked up one of Dorfman's other picks (didn't see the article til now) - CMC as well as SCHN (schnitzer Steel) a few days ago. Both had been in Dorfman's column over the past year and had been beaten down as of late

In this case my timing was good as the whole steel indutry popped on some takeover news yesterday- but CMC and SCHN still represent deep values IMO. It was around this time a year ago I initially picked up CMC and rode it to a nice gain
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