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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (19717)10/15/2004 11:01:28 PM
From: Paul Senior  Read Replies (1) of 78667
 
I've taken an exploratory position - just a very few shares - of Dean Foods.

Somewhere between BUD's beers and DF's milk ("We are the largest processor and distributor of milk and other dairy products.") maybe I will see some profits. Dean Foods' growth and earnings are stymied now: accretive acquisitions have stopped, and raw material prices have substantially increased for milk producers. The conventional wisdom is - as I understand it & I could be wrong - you don't want to be in food companies when oil and other raw materials (grain/transport/storage) are increasing, because these prices cannot easily/quickly/totally be passed on to consumers. Nevertheless, I'll go for a few shares of DF now. Families will continue to consume milk; I just hope DF can figure out how to maintain its profitability.
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