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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (15115)8/12/2002 2:25:03 PM
From: sjemmeri  Read Replies (1) of 78903
 
CKR valuation looks good but it doesn't seem they are making any progress with turning the Hardee's acquisition (many more stores than Carl's Jr.)into profits. I'd like to see them bite the bullet and convert them all to Carl's Jr. JBX, YUM, etc. all look reasonable but not compelling as values and all have wrong kind of momentum.
Also, I added very small position in PALM and am looking close at AKLM.
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