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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (44423)9/20/2011 12:19:57 PM
From: richardred  Read Replies (1) of 78758
 
Hello EKS: RE: CAG I wouldn't mind a re-entry if the price was right. In terms of possible acquisitions they could make. I would have to think Hormel. Their line of ready to eat meals and CAG's, Marie Callender's microwave meals are right next to each other on the shelf. I use both brands at lunchtime at work. No need for refrigeration. I think Hormel has done a great job capitalizing on that growing market.That shows with a good return on equity. IMO Hormel is not exactly a value stock and I think they and Lance. A more recent purchase of mine Lance (snacks)are also under going higher input costs. FWIW I still think Nestles and CAG make a good fit.
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