SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (36629)2/10/2010 12:43:35 PM
From: Jurgis Bekepuris  Read Replies (1) of 78751
 
I own some VALE, but I'd not add here.

TCK is somewhat interesting, though I am not particularly excited about coal, copper, zinc.

MT is trading below book (but above net tangibles) and below sales, but again the company is way too dependent on global recovery (and global steel recovery). I am generally bullish on China, but I am not sure the steel (and coal) demand will increase a lot there. It will do great if there is a strong industrial recovery.

I hold JNJ. Not a great buy here, but possibly OK conservative buy.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News