PGT Inc (PGTI)

[FUNMAN]

Very interesting. In that sector I own KMI. They bought, are refurbishing or are contracting to build 10 LNG transports. It is the biggest elephant in the sector. I started with EL Paso in 2009. KMI bought them. It's been a very good run with a great dividend.

I will look into it GLOP.

On PGTI, I started treating/buying PGTI like one of my Steak Dinner Investments. Scaling in starting 1.5 years ago. I even bought them at $12. But when they dropped into the $7's and $8's I was excited. I thought folks totally misunderstood this company. I took advantage of it.

Because of covenants in their loan agreements, they are prohibited from issuing dividends. They don't care right now. The recession smacked them pretty good. For a few years now they have been positioning themselves for growth. Like another company I own (CGI ... trucking), they are "becoming" serial acquirers of other companies ala` Cisco.

I like what they are doing, and will buy on significant dips like I did yesterday. I see nothing but upside as long as the economy stays at this level or gets better.