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

To: Paul Senior who wrote (16621)	3/14/2003 4:38:30 PM
From: Grommit	Read Replies (1) \| Respond to of 78627

CAG, Chickens, BEC. I've been watching CHX for a year but did not bite. It seems like their chickens keep getting sick. Every few months there's an outbreak and they miss their profitability. I know that companies always blame outside factors -- retailers always blame the weather, oil producers blame OPEC, etc. But these chicken companies seem very susceptible to chicken flu. And what if there's a mad chicken disease? I have enough to worry about. :o) I looked at CAG again last week too. I'm not quite ready to buy that one, but it's real close. I used to own them and sold last summer. They give out coupons with their stockholder letters, so my wife really likes them. I've just bought BEC. Wanted to own it for a long time. Huge ROE, nice FCF, P/E fairly priced now. finance.yahoo.com grommit