bushwachergary's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/221056/comments http://seekingalpha.com/article/85681-us-steel-solid-as-they-come?source=feed#comment-209420 209420
Fewer suppliers bring to mind an oligopoly and, through discipline control the supply side to match (or be less than) the demand side, pressuring price upward... think OPEC.

Steel is a good investment for those reasons, and not only do I not buy waning global demand (China & India are en fuego); but even if the growth were to temper, the global steel oligopoly will manage prices through their disciplined supply side control

You cannot look at NA in isolation, thinking recessionary impact, etc because; the global situation (NA steel exports, weak US$ causing no foreign steel imports) pressures US pricing upward even in the face of a continental recession.
]]> Sat, 19 Jul 2008 13:08:38 -0400
Fewer suppliers bring to mind an oligopoly and, through discipline control the supply side to match (or be less than) the demand side, pressuring price upward... think OPEC.

Steel is a good investment for those reasons, and not only do I not buy waning global demand (China & India are en fuego); but even if the growth were to temper, the global steel oligopoly will manage prices through their disciplined supply side control

You cannot look at NA in isolation, thinking recessionary impact, etc because; the global situation (NA steel exports, weak US$ causing no foreign steel imports) pressures US pricing upward even in the face of a continental recession.
]]> http://seekingalpha.com/article/85063-sanmina-sci-a-bargain-at-current-prices?source=feed#comment-206822 206822
But, how can you refute cash $1.63 and stock price $1.10 in a "cash is king" world ?]]> Wed, 16 Jul 2008 10:13:49 -0400
But, how can you refute cash $1.63 and stock price $1.10 in a "cash is king" world ?]]>