RCR - RCR Tomlinson

[thereslifeafter87]

These guys have underperformed for the last couple of years in boom conditions. They announced disappointing results for FY 07 but mixed it in with a highly EPS accretive acquisition.

The recent annoucement stated that the acquisition will be delayed, and that their first half earnings will not be strong.

If you're looking to play this macro-economic theme, you're better off in FGE or ZGL in my books.

[Huang Chung]

In the interest of disclosure, I mulled over what '87 said, and sold my RCR holdings for a small loss. Redeployed funds back into PDZ and VML, both of which, like just about everything else, took a hit today.

With the sale of my last holdings in EQX and HTI, I'm now just riding PDZ and VML.