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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (4665)8/16/1998 6:09:00 PM
From: Bob Rudd  Read Replies (1) of 78639
 
K I looked at this a a short candidate for quite awhile due to increasing competition from both branded and generics. I didn't short it because this is a market than can kill you if it falls in love with something - look at KO. Nevertheless, I don't find Kellogg a great value even at these prices. Competitive pressures will continue to force them to choose between losing market share or lowering margins. - There are better buys out there after the recent sell off.

Be well,
Bob
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