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Re: hweb2 post# 42761

Saturday, 05/06/2006 11:05:19 AM

Saturday, May 06, 2006 11:05:19 AM

Post# of 173729
Hweb-MVCO

With cash, earnings and the value of RMX shares, MVCO is getting into the "big bargain" range. I have owned for almost 2 years and have been adding on weakness from time to time. It has become my largest market cap position as I have been a buyer again over the past 2 weeks.

On the down side, there has been little news, and I really don't know what to expect for Q1. It is in a good industry, but fuel costs and the huge increases in aggregate/construction materials costs over the past year add some uncertainty to the profit picture.

Tmcal


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