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| Symbol | Sector | Return | Exposure | Trades | Last Trade | Status |
|---|---|---|---|---|---|---|
| TWP | Building Materials and Fixtures | 68.79% | n/a | 4 | 05-Jun-08 | Prior Holding |
07-Feb-08
Trex Company, Inc.
Holding Rationale for TWP.
Trex manufactures materials for the construction of outdoor decks from recycled plastic grocery bags, reclaimed pallet wrap, and waste wood. The company made some mistakes and the stock fell off a cliff. However, the company resolved its problems and now is a high quality, low cost manufacturer with an attractive and desirable product line. I don't normally go bottom fishing, but this opportunity looked too good to miss.
Tagged Stocks: TWP
Posted at 16:35 in Holding Rationales | Permalink | Comments () | Top
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