Cemex S.A. B de C.V. (ADR) (CX)

Ganndalf (< 20) Submitted: 2/27/07 11:37 AM : Start Price: $33.27 CX Score: -27.69

With all my future tech pie in the sky blade runner investment tendencies I've decided it's time to invest in something a little more concrete. There's a lof of 10-gallon CAPS (99s) rooting for CX. That should tell you something. Even the illustri...

Report this Post Replies: 0 | Reply | Permalink

1investorsguru (< 20) Submitted: 1/11/07 6:07 PM : Start Price: $31.35 CX Score: -24.81

This is a leader in an industry with a vertical yeild curve, demand simply outstrips supply and will continue to do so for the forseeable future! notice the splits again and again, it will continue this trend until all developing nations are at matur...

Report this Post Replies: 0 | Reply | Permalink

BT310 (61.16) Submitted: 11/14/07 3:23 PM : Start Price: $26.22 CX Score: -10.18

Certainly not an exciting company, but their global footprint makes them a long-term gainer. Trading near its 52 week low, and unjustly dragged into our housing "crisis," this stock is a great value play. European, Middle Eastern and Asian growth wil...

Report this Post Replies: 0 | Reply | Permalink

EBNuc (87.83) Submitted: 8/01/07 5:52 PM : Start Price: $35.37 CX Score: -30.09

Cement will always be needed. The technological breakthroughs in the cement industry are very surprising, such as anti-bacterial additives, smog absorption additives. This will be the 800 lb cement gorilla for some time.

Report this Post Replies: 2 | Reply | Permalink

PrudentiaLP (23.60) Submitted: 12/07/07 9:46 PM : Start Price: $27.43 CX Score: -11.98

Read this summary of what makes CX such a unique company and thought it did an excellent job of articulating one of the many reasons why, at today's prices, CX represents such a compelling opportuntity for long term investors.

"The problem with the...

Report this Post Replies: 0 | Reply | Permalink

hjstacy (< 20) Submitted: 9/17/06 1:10 AM : Start Price: $28.28 CX Score: -24.81

Currency conversion: I remember the rush to Telefonos de MX, which had a wild ride. But the currency can devalue suddenly against the dollar by 200% and up.

Mexico is having a bit a a crisis with the recent election. If this spirals out of contr...

Report this Post Replies: 2 | Reply | Permalink

KempInTheWoods (86.96) Submitted: 9/28/06 7:38 PM : Start Price: $28.51 CX Score: -23.85

Dull as cement. Oh right - they DO sell cement. Global supplier based in Mexico - VERY attractive P/E - comfortable yoy growth - zero debt - just a solid, boring investment that should do the "tortoise and the hare" thing.

Report this Post Replies: 0 | Reply | Permalink

ztur (66.97) Submitted: 9/18/06 3:38 PM : Start Price: $28.41 CX Score: -24.54

great managment team with good view and very strong balance sheet

Report this Post Replies: 0 | Reply | Permalink

mcreilly (38.72) Submitted: 1/19/07 6:54 PM : Start Price: $33.27 CX Score: -27.98

Construction is up in a variety of sectors and cement is a key component. As demand rises, it's not possibly to simply build extra plants. Environmental concerns, project scale and cost slow the process immensely. But just south of the border is Ceme...

Report this Post Replies: 0 | Reply | Permalink

wuff3t (93.19) Submitted: 12/22/07 8:40 AM : Start Price: $25.77 CX Score: -10.95

This company looks like a monster to me - huge, with an established multi-national market. I love simple, easy to understand businesses and this fits the bill. Worldwide, the housing markets will recover (there's panic now but the world's population ...

Report this Post Replies: 1 | Reply | Permalink