Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (13457)	12/19/2001 9:08:34 PM
From: Spekulatius	Respond to of 78666

I also own a cement producer - Dyckerhoff, a German company. I own the preferred shares (Vorzugsaktien which unlike US preferred shares constitute fill ownership rights, without the voting rights. PE about 8, P/B 1.0 and 5% dividend - with these metrics I don't mind to wait a little until business improves again.

To: Paul Senior who wrote (13457)	6/4/2002 10:24:01 PM
From: Paul Senior	Respond to of 78666

re: Cement: Brendan Watt, Spekulatius, cpabobp, et. al. who follow cement stocks: fwiw, I'm adding to my mix (-g-) with a small purchase of RMIX. It's a concrete company (concrete is not quite the same as cement). RMIX has only a short history (that I can find); stock now sells under book value though. (It's an aggregator (-g-) of small firms, so that bv amount is stated book value, not tangible). RMIX sells under 10x company's estimate of '02 earnings. finance.yahoo.com