SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Demetre Deliyanakis who wrote (4884)8/30/1998 11:30:00 PM
From: Paul Senior  Read Replies (1) of 78622
 
to D.D. re Canadian Stocks, others. I looked briefly at Molson. Low pe and okay div. -- it might be okay now as a value stock. Some of the Canadian banks are establishing a strong presence here in USA. I'd be interested in any comments you might have if/when you think any of these are getting to be value plays.
MO has been recommended here (Well it was suggested to me by Jim C. instead of RN -- sorry I didn't follow up- since MO has been quietly? creeping up in value (and RN has been quietly dropping). Nice surprise in the increased MO div. yield. Very positive according to analyst reports I've read.

Mr. Deliyanakis, you want to be VERY, VERY careful about making investments on a relative basis IMO. That's IMO. Just because Pepsi stock is a better (maybe) relative value than Coke, or Wendy's compared to MCD or etc., this is a VERY,VERY dangerous way to invest. When things go bad, like MCD is downgraded or stocks in general drop, you will see (I believe) your relative bargain (WEN) drop, and drop even more than the market leader or favorite. There's a reason that these second companies are undervalued to the market leaders. If you buy these companies without a thorough knowledge or without having a ruling reason, you will get hurt. And buying them because they look cheaper RELATIVELY is not a ruling reason. That just my opinion. Paul Senior
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News