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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (4319)	6/19/1998 11:59:00 AM
From: Scott Mc	Read Replies (1) of 78704

Wallace, almost posted this privately, however some of my ramblings on Cott may interest others(?)..Scott Wallace, I've owned Cott although not in the last 2 years, and followed it for over 40 yrs (I was a consumer as a kid in Montreal). Some very exciting things happened.Dave Nicol and Gerald Pencer are/were great spokemans/managers... The company has had its problems over the last couple of yrs, how much of it associated with Pencers health I dont know.. His wife is a brilliant(and well connected) person in her own right(heather Riesman) but not sure how much of a part she plays here. Anyway I would says its a good speculation(I was thinking of pursuing prior to your previous post but likely will not) based on the new people putting there money in it, probably got a good price based on the death of Pencer. Its a brand name(granted its not a Coke) and with the right attention it could do well. Downside, probably not much(if you know the new management and trust them), I don't know anything about them. Scott

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