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I’ll Buy “Stuff” Stocks When…

You should buy Freeport McMoRan (FCX), Caterpillar (CAT), PACCAR (PCAR).” – that is what I hear from friends of mine, who are in the biz, all the time.  They tell me how cheap these stocks are – 3, 6, 8 times earnings.  “You are a value guy! How come you are not loading up on [...]

November 25, 2008 | Posted in China,The Process All | Read More »

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