tag:blogger.com,1999:blog-2335748440449035592.post4536095003559097903..comments2008-04-18T13:30:39.965-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-52306265649901164402008-04-18T13:30:00.000-04:002008-04-18T13:30:00.000-04:00Sheng, Ive owned BGC in the fund and personal account and almost pulled trigger today on it<BR/><BR/>Went with Cummins instead<BR/><BR/>I sold both out I believe the same day or week (or close to each other) in the fall <BR/><BR/>FLS is also excellent<BR/><BR/>I had the buy button pressed for BGC like 3x this morning but never went through ;)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-90343639104439050242008-04-18T13:06:00.000-04:002008-04-18T13:06:00.000-04:00I like these infrastructure plays:<BR/>BGC - electrical cable<BR/>FLS - pumps and flow-control systems<BR/>GRC - more pumps<BR/>TWI - big tires for ag, construction and mining<BR/>WAB - rail-car braking and braking control systemsShenghttp://www.blogger.com/profile/01519985991268471033noreply@blogger.com