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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (27706)	8/11/2007 12:27:20 PM
From: Mark Marcellus	Read Replies (1) of 78711

thought there might be an international player that participates in the global infrastructure build out. Well, one of those would be Manitowoc (MTW). Foreign sales 48%, the bulk of their profits comes from construction cranes. It may be a little expensive right now, but it will probably come back. That said, I don't own it, and I'm leery of the infrastructure plays right now. We've seen crazed Asian buildouts before, and buying into them once they've gained a head of steam has yielded mixed results, at best. I'd be looking to buy infrastructure companies when Asia has a forest of "see through" buildings, and cranes are standing idle over holes in the ground.

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