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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (6327)	3/16/1999 10:57:00 PM
From: Bob Rudd	of 78596

RGC really isn't my focus. If market stays tight marginal suppliers like RGC could have more upside, but if I can get market leader at favorable multiple, I prefer that. USG is the low cost producer so they should weather supply demand shift better. My bet though is for USG to exceed expectations by quite a bit for next 2 to 3 quarters based on seasonal surge in building activity helped by favorable rates. If it were clear that the cycle lasts for 2 years this wouldn't be cheap. 7x multiple indicates wall of worry for price to climb.

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