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

To: Spekulatius who wrote (47705)	5/2/2012 12:22:30 AM
From: Brian Sullivan	Read Replies (1) \| Respond to of 78702

I have MT in the steel area. There is also POSCO PKX Did you consider either of these two??

To: Spekulatius who wrote (47705)	5/2/2012 7:50:13 AM
From: Mr.Gogo	Respond to of 78702

You are right about China not using all of the iron. I cannot estimate what part of it they use and I don't think anyone can. I also don't believe any numbers they announce. But I notice a slowdown in Canada. Everyone I talk to is saying that his business is slowing a lot. Part of it is the deepening indebtedness of people, but a good part is the falling commodity prices and falling demand. huffingtonpost.ca Georgi