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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: j g cordes who wrote (15004)4/10/1999 9:37:00 PM
From: Sergio H  Read Replies (1) | Respond to of 29382
 
Too many people sell their winners and keep their losers hoping for a turnaround. Never thought of the connection with sheetrock though.

We were looking at the shortage in sheetrock as a possible play. Lots of good ideas came up. I never did get to all the stocks mentioned and DD never related on how he made out trying to buy some for his project. My conclusion was to find a company that had extra supply on hand and could cash in on the shortage immediatly rather than risk that the demand would not be there in the future as manufacturing ramps up. Here's a link to good background info on the subject:

techstocks.com

AS