I like Andrew Tobias, and still think The Only Investment Guide You'll Ever Need is one of the better general personal finance books around. I read his daily web column from time to time, but it's frequently dedicated to politics, not investing.
Not sure much should be read into this, but I see that Cemex was down only 8 cents today when the overall market was down pretty hard. Other global infrastructure stocks, like CAT and UTX were also down less than the market.
Duane