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Non-Tech : CAG Conagra The Viagra of Food?

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To: Mark who wrote (35)4/15/2004 9:17:09 PM
From: Paul Senior  Read Replies (1) of 49
 
No, no real negative reason that I'm trimming. Price/sales is relatively high now; p/e has moved up from lows; not much, if any, revenue growth. Taking a little off the table seems for me to be a prudent action now.

Postives regarding the stock, imo, include increasing div., an ok div yield, a multinational co. with very good brands.
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