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Strategies & Market Trends : Value Investing
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To: anializer who wrote (33231)1/7/2009 9:21:34 PM
From: Paul Senior  Read Replies (2) of 78748
 
I'll continue to hold GGB (and GGA).

I have trouble understanding why anyone would now, at this point, chase the usual suspects regarding infrastructure plays. Seems like when the media discusses buying infrastructure - a hot topic, Fluor, Jacobs are always mentioned. Therefore, I'm suspecting it's already too late for these. (All who want in are already in.)

I got fills though today on a couple I like: I added to my losing position in [t]MTW[/t]. And I've begun a small buy of railroader CSX. [t]CSX[/t] on the presumption that any infrastructure upgrades in the northeast corridor of the USA will involve the transport of heavy materials. A div. yield of 2.5% while waiting. Not so positive for me is that EKS has bailed on CSX at a lower price.
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