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Strategies & Market Trends : Buffettology

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To: Freedom Fighter who wrote (2613)	7/19/2000 11:54:26 PM
From: James Clarke	Read Replies (1) of 4690

Nice link on brand value analysis, Wayne. Thanks. That's one to print out and put on your wall to consult whenever you're looking at one of these branded consumer comanies. ServiceMaster is a "kind-of" Buffett stock in my view. High return on capital over a long time. Businesses that are fairly predictable, and solid management. I did a lot of work on the stock six months ago with the stock at 11 and never took the bat off my shoulder though I knew better. Now its back testing its lows. I bought a decent sized position today at 10 5/16. Any thoughts?

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