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Strategies & Market Trends : Buffettology

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To: Shane M who wrote (467)	10/21/1998 8:11:00 AM
From: Fredman	Read Replies (2) of 4690

i think the only 2 he would look at would be Ralston Purina and LZB - depending on the COMPETITION these 2 have (and as well as all the other WEB financial indicators). MSFT he wouldn't do because it's a tech, and the lawsuit thing, AMGN he wouldn't because he 'missed them', the others i don't think he'd EVER touch. Me ? i would do Harley because they HAVE NO competition for exactly what they do - sell overpriced motorcycles and parts, and sell out every year they do - unless a recession hits. Don't let what the fed did with interest rates fool you, the problems are still here, the fed just did a quick band-aid job that will only last a few weeks.

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