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Strategies & Market Trends : Value Investing
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To: richardred who wrote (30079)2/17/2008 11:59:27 AM
From: Jurgis Bekepuris  Read Replies (1) of 78751
 
Richard,

Do you have more insight into the markets where SHLM (and I guess ICOC and POL) operate? It seems that GFF also has a subsegment in this area? What are the drivers for poor performance recently and why should this recover going forward?

With GFF I guess the issue is mostly construction exposure.

I find GFF and SHLM interesting from net-net point of view. Need to look more. Thanks for bringing them to our attention. :)
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