Value Investing Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (5293)	11/19/1998 7:25:00 AM
From: Wallace Rivers	Read Replies (1) of 78571

G'day Paul (in the spirit of OSSI!) I was in the restaurant business, and suspect that the LDRY concept is only marginally more difficult to execute than STAR. I like LDRY better, as well: competition (primarily Red Lobster) seems less severe, they have been pummeled by serious bad weather in a lot of their markets. I like the risk/reward better with LDRY. Anyone else looked at or followed Wellman (WLM) - price to book is very low, and financials are pretty good. Fortunately, I can say I owned it, and made a profit, at much higher prices (in the 20s). Best could be described as a specialty chemical manufacturer. Comments? ps I wished I had looked more closely at Rock of Ages (ROAC) - to put it gently, the leading consolidator in memorials to the death care industry. Not gently - they make tombstones.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next