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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (9984)	6/6/2005 2:12:58 PM
From: Patentlawmeister	Respond to of 37387

IPII is both a manufacturer and a distributor, so perhaps it's somewhat of a different animal than some of the stocks you're watching. IPII competitor - BECN trades at a PSR close to 1: yahoo.reuters.com

To: Paul Senior who wrote (9984)	6/6/2005 2:14:06 PM
From: arnie silver	Respond to of 37387

Paul Senior, From what I recall IPII has several retail outlets and they manufacture roof tiles and the cement for the tiles. I have no idea what category or multiples you would apply to them. Arnie

To: Paul Senior who wrote (9984)	6/6/2005 2:22:44 PM
From: FHM	Read Replies (2) \| Respond to of 37387

finance.yahoo.com

To: Paul Senior who wrote (9984)	6/6/2005 2:41:20 PM
From: Crossy	Respond to of 37387

Paul, check the gross margin of IPII and others in the industry. Many other "building materials" related stocks are subject to onerous bidding processes, and often engage in construction services themselves also. These areas are way more competitive and do not scale as nicely as a manufacturing operation. Also once critical mass has been reached as in the case of IPII, smallcaps have a better (=smaller) base to grow, commanding higher PSR oriented valuations than many mid and largecap firms... jmho of course CROSSY