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Strategies & Market Trends : Value Investing

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To: Investor2 who wrote (4661)8/15/1998 11:25:00 PM
From: James Clarke  Read Replies (1) of 78648
 
Kelloggs I would wait for the announcement of a price cut - the company is sick. This company is one to watch, but not to buy with a margin of safety until it takes its pain. Diebold I would be buying below 30. I have also looked closely at Pep Boys and all I can say is that it is interesting to watch - I would wait for something to develop - the company's turnaround plan is not convincing anybody, maybe because they change the plan every three months. The others are somebody else's game. Hope that's helpful.
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