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Strategies & Market Trends : Aardvark Adventures -- Ignore unavailable to you. Want to Upgrade?


To: ~digs who wrote (5891)12/4/2008 2:26:43 PM
From: Bucky Katt  Read Replies (1) | Respond to of 7944
 
I agree, GT is good too, but I have a heavy slice of CTB this time, and it has the >8% dividend, less float, etc.
240 mil v 54 mil

GT is more dependent on oem and CTB has zero oem exposure.

The offset is GT is heavy in the mining equip market, so if/when the commodities revive, they will see big increases in orders.

If you step back and look at the whole picture, you can play the commodity theme with tires too.