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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (20588)	2/3/2005 3:58:37 PM
From: hoyasaxa	Read Replies (2) of 78702

KKD: How has dunkin' donuts been as an investment? Not sure if that's even applicable. The franchise structure must be looked into as well as their leases and any real estate value - could well be another Boston Chicken. TPE: Hard pressed to find anything substantive. I don't trust the AMEX in general nor a business I cannot value with any degree of certainty. Do a search on SI and online for TPE and see what you find. The Brinks picks have intrigued me for some time despite the "defensive self promotion of late" (who cares if people don't see your successful record - and its great if people challenge your ideas here, that's part and parcel of why we come here right?). Some great ideas potentially. And the dialog b/t CW and Brinks is amusing too. And CW- stand by my opinion on the home builders. Its only a matter of time.... By the way, ever see stocklemon.com (or something like that) - good stuff there. -HoyaSaxa

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