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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (7443)6/8/1999 1:06:00 AM
From: Bob Rudd  Read Replies (1) of 78648
 
Wallace: I considered the beer biz from the short side awhile back [I hate BUD, the co.] when I kept seeing Miller products at really low prices. When the giants rumble, it often takes a bigger toll on the little fellers. Aggravating this may be lower beer per capita beer consumption. Stroh's selling out indicates how tough things are. Some comments on the Yahoo board indicated their branding strategy is faltering too.
I haven't dug real deep into this, so take my comments with a grain.

bob
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