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

To: FHM who wrote (9988)	6/6/2005 3:12:57 PM
From: Paul Senior	Read Replies (2) \| Respond to of 37387

jgustino. IPII competitors. Well, I guess it's me against Yahoo, so who's gonna believe me? -g-. Yahoo shows competitors as cement manufacturers. But Lafarge and CRH PLC? These are big and diverse companies. I don't know 60,000 employee CRH, but I suspect these companies get only a tiny portion of their sales and earnings from roofing materials in the Southeast US home (and small business) market. Imo, these two companies are primarily cement and aggregate producers and sellers. I don't see IPII as such. I believe better comparative companies for IPII would be BMHC and HBP. I see IPII as a small company supplying stucco/plaster/roofing to homes and small commercial businesses. I see BMHC & HBP as small companies supplying wood and roofing materials to the same market. Perhaps profit margins, cost of goods sold, etc. are not comparable, and the companies supply different parts of the houses (roofs vs. sides?) but as the (Florida/s.e. US) market goes, so should these companies. These two companies - BMHC and HBP - are doing well, as is IPII - but the market hasn't - and I am guessing won't- accord them a psr of near 1, and I bet IPII won't get a psr of 1 either. Jmo,and I have been wrong many, many times. finance.yahoo.com finance.yahoo.com I hold positions in BMHC, HBP, and IPII.