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Re: lentinman post# 47404

Wednesday, 06/28/2006 10:40:46 PM

Wednesday, June 28, 2006 10:40:46 PM

Post# of 174978
Len, environmental and restoration business looks tough on the margin... will the margin increase as demand might increase (if we see more hurricane and flood)

btw, even recetly there's flood in the northeast (maryland, virginia, NE pennsylvania/wilkes-bare etc)

PDGE margin keeps shrinking ..
will consolidation continue in this industry...

I'm long on PDGE but starting to lose patience.. well instead of losing patience, it's more of questioning my decision to hold or buy at the first place.. (whether I think it is a good and profitable business)

I don't know much about RGMI.. they look cheap too though.. and seems to be more and more profitable recently

Stan

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