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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mike 2.0 who wrote (7625)	6/30/1999 10:19:00 AM
From: Wallace Rivers	Respond to of 78774

Very interesting and timely - thanks!

To: Mike 2.0 who wrote (7625)	6/30/1999 10:42:00 AM
From: geoffrey Wren	Respond to of 78774

CQB is a dog. I used to own it for many years many years ago and lost $$. Every now and then I look at it, and see it has done nothing for a long long time, while the market has quadrupled or better. For some reason it and DOL (the other large US importer of bananas) cannot or will not divide up the market where each can make a good profit. I am somewhat skeptical the Americans will get into Europe and sell a lot of bananas due to some EU edict. However, maybe this is the time for a turnaround as you suggest. They used to have a preferred stock that paid a better dividend; don't know if that is still outstanding. GTW

To: Mike 2.0 who wrote (7625)	6/30/1999 3:07:00 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78774

CQB is a commodity-driven business, obviously, so the question you have to ask yourself is: Do I understand what drives this commodity better than or as well as the person that sells me these shares. Unlike commodities like oil and soybeans, you don't even have technicals to base the trade on. I doubt many commodity driven trades you read about in the news releases work out well. Beyond that, from a longer term perspective, I suspect Carl Lindner is right up there with Ronald Perleman as a guy you don't want to depend on to create value for you as a shareholder.