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To: Paul Senior who wrote (16640)3/17/2003 1:40:56 PM
From: Marc Fortier  Respond to of 78615
 
I see what you mean. The three companies you mentioned are all highly leveraged and must face considerable competition.
MRU.a is close to debt-free, has diversification in drugstores, plus a nice position in ATD.b (TSE), which is a very nice growth story in itself. Just for the sake of it, have a look to MRU.a. I won't tell you to buy it, but there are a few lessons to be learned just by looking at how management successfully grew this business.