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


To: Freedom Fighter who wrote (8017)8/15/1999 7:27:00 PM
From: Joan Osland Graffius  Read Replies (1) | Respond to of 78822
 
Wayne, Re: FLO

I am looking at IBC which is somewhat similar to FLO. They just made an acquisition in Canada. I believe these companies will have pricing power and in my opinion the grain and bean markets have seen their lows for the next 6 years. This darn farming has not changed since biblical times: 7 year cycles. I am also looking at ADM, IMC and MWGP for my reasons stated above. MWGP has been having to compete with European imports, but now with the $ finally starting to get back to reality I believe they will do well.

I have purchased small first positions in these companies and will be adding. Like you, the current environment make one leg into investments carefully. <ggg>

Joan



To: Freedom Fighter who wrote (8017)8/23/1999 3:26:00 PM
From: Freedom Fighter  Read Replies (1) | Respond to of 78822
 
Dr. Ed Yardeni and Earnings Quality

Dr. Ed Yardeni just released an online audio of a study he did to determine the true level of corporate profits if stock options were expensed. It's excellent.

You will have to download REALPLAYER to listen to it if you don't already have it available. There is a free version available you can get at his webpage.

yardeni.com

Wayne