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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (13441)	12/14/2001 5:27:28 PM
From: Paul Senior	Read Replies (2) of 78595

grocery/food stocks. Nice going on KR. I'm still holding a couple of the national grocery chains discussed here: SWY recently and ABS from '99. Also holding FLM. I have some food/beverage companies still, also. CAG, for one. finance.yahoo.com (Couple others too - there didn't seem to be any interest here when I mentioned them.) Today I started a position in Del Monte (DLM). Found DLM through this link: marketwatch.com Took some profits in BYD and SWRG today. Added to a small position in Dale Baker's past pick of MIHL. MIHL looks good to me on p/book and p/sales. .34 debt./eq. looks decent to me. Revenue isn't rising much - but I assume an on-going stream of payments from its cable subscribers. That MIHL is a foreign entity and business, and is losing money... these are negatives. I note Liberty-Acorn International has a position in their fund. They have a successful record (imo) for finding growth stocks that actually do grow. Howsomeever, they are willing to hold such stocks for years or longer to garner that growth. Such patience may be required with MIHL. finance.yahoo.com

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