Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (12482)	5/20/2001 11:23:49 PM
From: Brendan W	of 78714

Hi, Paul... been relatively quiet recently with the indexes appreciating. I've added some to existing positions. I sold Wild Oats just shy of $8 with an average cost of $5.62... about 28% gain over 6 months. They received a going concern warning from their auditors. I don't know if I have seen that on an $8 stock before. I sold Kmart just shy of $10... I bought at $5 and $6 in September of last year. Threw in the towel on JCP at $20... about a 20 percent loss. Closed out most of my Service Corp for a slight gain at $4.75. Sold Parker Hannifin at $49 to become more defensive... held it 3 years for about 14% annualized. I started positions in: Cadbury Schweppes (CSG) at $25... makes and distributes Dr. Pepper, 7Up, Hawaian Punch, Snapple, Schweppes, Canada Dry, Mott's apple products and Cadbury chocolates. I bought on the basis that it was valued around 15x free cash flow. Monsanto at $32 ... the leading agbio company. I bought it based on liking agbio, a PE of 18, and the fact that the EU has already softened on "genetically modified organisms" because the commercial importance is becoming apparent.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next