tag:blogger.com,1999:blog-2335748440449035592.post7943000414405850992..comments2008-03-07T17:19:43.524-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-10564217714644837102008-03-07T17:19:00.000-05:002008-03-07T17:19:00.000-05:00Yes that has been my concern on steel but the stocks continue to perform. I just dont know how much more they can pass on; I know it is becoming debilitating in the auto industry.<BR/><BR/>I owned CLF a few years ago - I wish I held it :)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-23271958021498408462008-03-07T16:25:00.000-05:002008-03-07T16:25:00.000-05:00Mark,<BR/><BR/>Good call on Vale and CLF. My dad bought both of those before he passed away, and we still own them today.<BR/><BR/>What do you think of US Steel or Nucor? Do the fact that iron ore costs are rising so fast scare you in that their margins will be squeezed, or can they pass the costs along?<BR/><BR/>RobRoberthttp://www.blogger.com/profile/09913540328164823988noreply@blogger.com