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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (31126)	8/14/1998 1:41:00 PM
From: Michael Bakunin	Read Replies (2) of 132070

SBWRY vs. BUD: last time (reply#30066) I bemoaned SA Breweries' resilience in the face of the Rand's miseries. In the interim, the stock's dropped in local terms, too, placing its PE at a more reasonable (though still a little high) 16, while BUD's PE remains over 20. SBWRY's dividend yield is now up over 3%, BUD's just over 2%. bfanet.com I will nibble at a third of long SBWRY/short BUD. I have hopes for a further, short-term appreciation in the dollar, a relief rally on Wall Street, and more local-currency erosion in SA Brews before adding more. Another, very cute Cleveland Fed commentary (PDF): clev.frb.org mb

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