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

poised to take advantage of resurgence of US economy

Good entry point.

Should work out its problems and be strong.

Book value of 12 bil. Not the reason Im outperforming, just pointing it out to furthur the valuation argument. The fool and everyone here seems bullish so Im getting on board.

Jumping in again. Perhaps with real money this time.

CX is a great company selling on the cheap.

the premier cement producer is on sale for a third off. I' stocking up!!

The building boom is in a bust, check out the past performance and even with that crazy Chavez hijacking cx plants this company is in for a huge turn around in the next 2-4 years. THis is as slam dunk!

be patient

you can't have to much concrete.

Global reach, strong global demand particularly outside US and Western Europe, pays great dividend while waiting to return to former highs

Value, growth, dividend. Welcome to my portfolio.

Cemex will be fine, and certainly has a good long-future despite the loss of its' Venezuelan assets. However, I do agree that a likely strong extended downturn in already frothy commodity prices, will definitely affect their results in the short and likely intermediate-term. Long-term they should be fine. Despite a slumping global housing market, infrastructure spending will likely continue its' upward climb. That climb could likely come stronger here as we're finally forced to repair our aging transportation system.

This all said, I thought Sadam was dumb and Fidel was stupid, but this fool clearly takes the cake! If he continues to blindly seize his country's corporate assets, the Venezuelan economy is in for a nasty litte treat! I feel for anyone middle-class and above, excluding the idiot's regime. The fact that dictators continue to push socialism, and many times brainwash their constiuents into supporting it in this day in age, still ceases to amaze me.

concrete...solid!
as long as population growth continues, poor countries develop and the rich get richer, we will need cement.

If they get carbon sequestration going, or somehow increase their green building niches, this outperform call won't run so contrary to my sensibilities.

This company is at its low for the year, but this is a great company I believe it will turn around and go up from here.

Tendra que subir ¿o no?

a lot of maintenance requirements fo fixing and/or replacing roofs, sidewalks, etc are expiring soon. Also, new municipal and federal budgets gotta be approved soon for infrastructure developments.

Getting pounded needlessly by the "housing crisis" which will pass with time. CX is also diversifying well internationally. Thumbs up!

Slow down in domestic housing has hurt. Solid company, solid management, good financials. Good oportunity.