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Beazer Homes USA Inc. Message Board

  • quant98 quant98 May 8, 1998 12:06 AM Flag

    off-topic: cement

    It seems to me that TXI is ok in comparison to
    LCE, SDW. RGC, a gypsum and recycle paper company is
    doubling their gypsum board capacity by july 98, and
    should boost earning substantially. So take a look at
    TXI and RGC if you will. IMHO (I have no holdings in
    neither, and will get out LCE tomorrow).

    I sold my
    ENGL a few weeks ago, and will liquidate my BZH
    tomorrow. They do not act as I expected even though
    fundamentals look good. Guess people like me are scared of
    possible interest rate hike in the next couple of weeks.
    Talks of Japan bubble in 1989 and USA in 1929 scares me
    into these actions. We will see.


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