Brand Name Values and Turnarounds Message Board

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Strategies & Market Trends : Brand Name Values and Turnarounds

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To: Paul Senior who wrote (22)	8/8/1998 6:35:00 PM
From: Paul Senior	Read Replies (2) of 82

I'm now looking at the following 'brand names' as potential investments-- anybody also looking at these (or others)?? Kellogg (K). Very negative report 8/3 Barron's. Very positive report 8/10 Barron's. Selling near its lows of the year. A company in some difficulty. Nice dividend IMO --- offers a little protection, also a clue as to entree point for stock buyers- in past, current yield % has indicated (IMO) a buy point. But now there may be problems with their business model which override any buy decision based primarily on div. yield. Petco (PETC). Selling near book value and near lows of the year. Increasing rev's due to acquisitions, but cannot deliver earnings (it seems). Nine West (NIN). At lows for the year. Broad geographic exposure and apparently very strong in its niche(s) - although none of the few women I've asked says (or will admit -g-) they buy their shoes at NIN. Conagra (CAG). Lots of brand names inside this company. CAG is near lows for the year. I use a relative-dividend model sometimes, and CAG, at its current price (div. yield), is showing up as a buy. (So I've bought a little at current price.) FWIW, Paul Senior.

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