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Strategies & Market Trends : Value Investing
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To: ValueGuy who wrote (43603)7/29/2011 10:35:02 AM
From: Spekulatius2 Recommendations  Read Replies (2) of 78707
 
Re cement - good proxies are Lafarge (LFRGY) and HOLCIM (HCMLY). Worldwide operations and they sell the entire range of construction products. the well known CX is heavily indebted and would not be an investment choice for me.
Why put toll roads and cement in one basked - both are completely different business?
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