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.