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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (33980)3/29/2009 1:09:25 PM
From: Spekulatius  Read Replies (2) of 78702
 
re PEP - I am neutral here regarding PEP. At 45$, i would buy at but at 52$ probably not (I sold a little bit lower). their balance sheet looks still good even now, although i agree that then buybacks are not a good idea. Also, there is something that makes me uncomfortable about the current CEO.

Have you looked at UL? I think the valuation is more attractive.
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