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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (30874)8/26/2008 5:54:05 PM
From: Jurgis Bekepuris  Respond to of 78656
 
WH: I lightened up a bit on WH today. Chinese companies have nice growth, but they also dilute like heck and spend money on a lot of questionable projects. WH's purchase of steel company is one such enterprise - it is tough to evaluate whether the vertical integration will be worth the price paid.



To: Paul Senior who wrote (30874)5/17/2010 4:22:28 PM
From: Madharry  Read Replies (1) | Respond to of 78656
 
Do you still own tx? i see that the shares have not moved all that much in the last couple of years. recently read a recommendation for it. what do you think? what are the pros and negatives as you see them? Seems like everyone is running for the hills leaving bargains galore. I see posco dropped below $100 and FCX below $70. suddenly only the dollar is worth anything.


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