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

To: Bob Rudd who wrote (16696)	3/30/2003 1:53:51 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78625

Bob Rudd. fwiw, I added more CAG and SLE on Friday after they dropped on WSJ article regarding AHO's problems.

To: Bob Rudd who wrote (16696)	12/3/2003 2:51:12 PM
From: Paul Senior	Respond to of 78625

I'll add GMK to the list of food stocks I have. They are the dominant producer of tortilla products in the US and Mexico. GMK has some problems - nobody's heard about the stock, it's Mexican basically, the stock isn't as cheap as it used to be, and they may have lawsuits pending against them (unfair trade). Insiders control the company through their large ownership, and the stock is thinly traded. On the positive side, GMK are big in their business, they are technologically innovative, and they have several brand name tortillas in the USA. Price/stated book and p/sales seem okay. Tortillas are a staple for many, so the company should continue do okay over time. Or so I am betting. (I made a small buy this morning.) finance.yahoo.com