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

To: Madharry who wrote (37930)	5/17/2010 5:21:48 PM
From: Paul Senior	Respond to of 78666

Madharry, my error, I sold TX near lows last year for a loss. Combo of stock market decline, my fears, confiscatory policy noises from Venezuela, plus not-so-great an outlook for Mexico operations. I switched instead to X. I kept the stock on my watch list for a while. Deleted after it seemed to have doubled from lows. Perhaps my error in assuming relevancy of low p/e's with steel stocks. TX, well managed - it appears to me. Don't know about the business outlook for its operations though. I'm not following the stock currently.