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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (40859)	3/1/2011 3:14:01 AM
From: Paul Senior	Read Replies (1) of 78670

OT: I have a tiny amount of TC (Thompson Creek Metals Company, the molybdenum producer), and have upped my shares a little now. Also added back to my position in graphite producer, GrafTec International. A larger amount -- I'm more comfortable/knowledgeable about GTI than I am about TC. I'm holding shares of steel manufacturers (e.g. X), and I figure I might stay on the bet that steel demand will hold up through 2011 with a little diversity into the steel manufacturers' suppliers. Just a late night post. I can't justify that these stocks are undervalued at current prices. finance.yahoo.com

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