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Strategies & Market Trends : Value Investing
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To: 249443 who wrote (16519)3/2/2003 11:13:54 PM
From: Demetre Deliyanakis  Read Replies (1) of 78483
 
Hi

I agree MO has the lawsuit risk. However, it is hard to find good quality companies with solid dividends.

It is cheaper to buy MO with KFT and SAB Miller than buying KFT separately.

I think Gillette is a good investment at these levels.

My favourite value plays are the drug stocks such as MRK, GSK , PFE. I can't believe they are trading at these levels.

Demetre
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