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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (11560)12/10/2000 8:09:12 PM
From: jhelmers  Read Replies (1) of 78608
 
Bob- GRA looks very interesting. Thanks.

Another along the same lines is OI. It is primarily in the beer bottle biz which should be recession resistant. They are low cost producer, have 70% of market, and have decent growth characteristics in their emerging markets presence. There is no yield. Otherwise the balance sheet and valuation are similar to CCK. They have seen a little bit of insider buying and KKR is an investor from much higher.

john
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