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Chasing Value: Cemex and LaFarge look solid

Looking to put new money in the market and trying to build my portfolio on a stable foundation, I find myself thinking about concrete.

The top three cement companies are all headquartered outside of the United States. The number three producer CEMEX S.A. B de C.V. (ADR) (NYSE:CX) is in near by Mexico and the number one producer LaFarge ADS (NYSE:LR) is French owned. The number two producer is a great Swiss company, HOLCIM, but its shares are only traded over-the-counter on the so-called "pink sheets," and those I won't touch.

Continue reading Chasing Value: Cemex and LaFarge look solid

Lets discuss your picks for 2007 + 12 of mine to review

For the past two weeks every business publication, broadcast, website and analyst in the known universe (including ours) has been throwing out its stock picks for 2007. Mine were published on Thursday, December 28, 2006 You don't have to be 007 to find the best picks for 2007!

I was not able to analyze all of the stocks that I thought were worthy of consideration for 2007 so I started compiling them on a list for public discussion on this site. In the coming weeks I will share them with our readers and you will be able to see what makes the cut for my dollar and why. A few of the stocks to be discussed in upcoming reviews:

  • Aluminum Corp of China ADS (NYSE: ACH)
  • Apache Corp (NYSE: APA)
  • Anheuser-Busch (NYSE: BUD)
  • Black & Decker Corp (BDK)
  • ConocoPhillips (NYSE: COP)
  • Fidelity National Financial'A' (NYSE: FNF)
  • HSBC Holdings ADS (NYSE: HBC)
  • Intuitive Surgical (NASDAQ: ISRG)
  • J. P. Morgan Chase (NYSE: JPM)
  • NIKE, Inc (NASDAQ: NKE)
  • W D-40 Co (NYSE: WDFC)
  • Yahoo (NASDAQ: YHOO)

I thought It would be valuable to hear what some of you thought might be worthy considerations and why also. Or if you just want to see how I or other readers might view some stocks you have been considering, that works too. Just post your picks or possibilities in the comments section and lets see where it leads. If there is a good response I will include your picks along with mine in upcoming posts.

Happy New Year, Health and Prosperity to All!

Check out my other posts for BloggingStocks here.

Sheldon Liber is the CEO of a small private investment company and the vice president for design and research at an architecture & planning firm.

Symbol Lookup
IndexesChangePrice
DJIA+44.2910,291.26
NASDAQ+15.822,166.90
S&P 500+5.501,098.51

Last updated: November 12, 2009: 02:31 AM

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