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


To: David who wrote (2078)1/21/2000 12:38:00 PM
From: James Clarke  Read Replies (2) | Respond to of 4691
 
Mattel - Jill's got to go. Expect her to do whatever she can to make the fourth quarter look good, but I think Wall Street is onto her game by now.

I like Lancaster Colony a lot. Have you tried their Texas Garlic Toast? Good stuff. Great track record, but nobody cares. Actually LANC has dramatically outperformed other food stocks in the last six months or so. My favorite in that group is Sara Lee, which may or may not be called Buffettology, but is really really cheap. (think cash flow)