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

To: Paul Senior who wrote (9800)	1/29/2000 10:28:00 AM
From: LauA	Read Replies (2) \| Respond to of 78475

Paul - after your post I added a new food group - IBP to my diet. PE of 4, in a commodity business but moving in value added direction. Debt sizeable, but being managed. Considered a monopoly by cattlemens groups and porkgrowers groups, yet accepted by Federal Bankruptcy Judge as buyer of Thorn Apple Valley. I'm not happy with their litigation with EPA, but delighted that their stated growth direction is export - just as Asian economies recover. Meanwhile, is there a better defensive position than MO? Dividend >9% with and earnings yield of >15%? Tobacco revenue declining, but market share increasing. Black hole of litigation out there, but unlikely that a single litigation will bankrupt them. With a Presidential Election Year at hand, the whole problem could be boxed. Lau