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

To: Spekulatius who wrote (43609)	7/30/2011 4:35:36 AM
From: ValueGuy	Read Replies (1) \| Respond to of 78704

Hi Clownbuck Thanks very much for the info. I would agree with you that toll roads and cement are completely different businesses. I think the article was just highlighting the new ETFs that are going to be launched by Global X. Personally I like the idea of a couple of companies being toll roads or ports in my portfolio, and if they have good underlying assets and long concessions, the theory goes is that these companies will be steady income distributors (though of course, other investors may prefer to invest in fixed income or preferred stock). The other industries are like are farmland/timberland and railroads. Of course, any of the companies I eventually look at may not just be listed in US, but as everything, it still remains a work in progress.