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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (31474)	7/12/2008 1:41:05 AM
From: Paul Senior	Read Replies (1) of 78666

Spekulatius, I'll look closer at Swatch. I've always like their ability to manufacture - a Harvard Business Review case study on how to manufacture inexpensive items in high labor manufacturing countries and still make decent profits. And if I recall correctly they dominate or have some control of the mechanical watch market (luxury brands), because they are a key supplier for some of the mechanical movements that most of the brands use. (Not Rolex though) I haven't looked at fast food chains in a while. I'll review if I get a chance. I'm watching TIF to see if it'll drop to $33 level where I want to add to my stub position. Based on historical p/e (about 20), the stock's a buy now. Imo.

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