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

To: Bob Rudd who wrote (11560)12/10/2000 8:09:12 PM
From: jhelmers  Read Replies (1) | Respond to of 78602
 
Bob- GRA looks very interesting. Thanks.

Another along the same lines is OI. It is primarily in the beer bottle biz which should be recession resistant. They are low cost producer, have 70% of market, and have decent growth characteristics in their emerging markets presence. There is no yield. Otherwise the balance sheet and valuation are similar to CCK. They have seen a little bit of insider buying and KKR is an investor from much higher.

john



To: Bob Rudd who wrote (11560)12/13/2000 9:46:55 AM
From: Bob Rudd  Respond to of 78602
 
GRA - I stepped to the sidelines @ 2 1/4 after 60% runup, but may re-enter on a pullback. GRA caught an S&P downgrade dated yesterday, but widely available today, that may hit the stock. I suspect it's more reactive than predictive and think the fundamental story remains solid, but the stock could get hit nonetheless.


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