tag:blogger.com,1999:blog-2335748440449035592.post9184062834440539601..comments2008-05-18T17:05:09.412-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-78910458414960974732008-05-18T17:05:00.000-04:002008-05-18T17:05:00.000-04:00I owned it briefly. Just not my favorite way to play growth.<BR/><BR/>As for the earthquake rebuild; much of the damage was in smaller towns - not a major urban area so I think that angle is being blown up by the financial media and pundits a bit. Once they all get on a trade , it turns into conventional wisdom. I dont remember a sustained building boom in rebuilding when Katrina flattened New Orleans.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-68350655872417678872008-05-18T16:40:00.000-04:002008-05-18T16:40:00.000-04:00Mark,<BR/>what do you think about ACH. Looks like it is approaching to the apex of sym triangle. Ready to break up (or down) soon??? Could be a good play for earthquake recovery?Andreyhttp://www.blogger.com/profile/05628759542290573968noreply@blogger.com