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


To: Paul Senior who wrote (19553)8/16/2004 11:54:47 AM
From: Wallace Rivers  Read Replies (1) | Respond to of 78644
 
Anyone interested in Sysco (SYY) as it hits new lows, and gets beat up? The 900 pound gorilla in its industry; not a value stock by any means, but maybe an opportunity to pick up a quality name relatively on the cheap.



To: Paul Senior who wrote (19553)8/11/2005 6:04:52 PM
From: Paul Senior  Respond to of 78644
 
IASG: A cigar butt, worse than ever. Stock down on lousy quarterly report - expenses up, customers defecting. Revenue up, a positive. (Might be crucial to understand how revenue is determined though, and I do not.)

I'll reenter with just a very few shares.

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