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


To: Paul Senior who wrote (19873)10/16/2004 8:05:10 AM
From: Grommit  Read Replies (1) | Respond to of 78661
 
Paul, one thing that can be said for your rationale for the stock, is that you are not limited by rational analysis. :o)

every statement that you made is a reason NOT to own it. sounds like you really wanted to own it, however.

FOOD FYI: my food stocks are low these days. no grocery stores (we discussed that sector!). I Still own SVU (from 2002) and FDP (from August). Thinking of buying back SLE. I always wanted to buy chickens, but never found the value.
finance.yahoo.com

(I have also seriously lightened up on HELE. I never did like the CEO, but the valuation was very compelling 1 - 1.5 years ago.)

good luck,
grommit