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To: Paul Senior who wrote (14126)5/28/2002 8:08:51 PM
From: Paul Senior  Respond to of 78717
 
Started a very small position today in SPTN, a food retailer and distributor. High debt/eq. and not much history as a public company. Still, price/sales is very low, and if Wal-Mart doesn't kill them, there's room for margin improvement (imo).

Several (maybe all?) of the food retailer/food distributor stocks that have been discussed here have gone up in price. (It may have taken a while though.) I'm still holding all that I've mentioned I've bought. (Incl. FLM, part of which I goofed two ways with - sold some too soon and bought KM with proceeds. Whoops.)

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