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

To: Grommit who wrote (19875)	10/16/2004 2:48:21 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78661

Thanks for the reply, Grommit. I still have several food stocks. Grocery stores: I gave up exploratory holding in SWY and eventually sold VLGEA. I still hold ABS and KR. Your SVU was the one to buy among the large chains: sorry I missed it when I purchased my package of the other three. Still have dominant tortilla maker GMK and Mexican chicken/egg producer IBA. I've been looking at Sanderson Farms recently. I like NSRGY.pk at current prices, and I may add more to my small position. I still have some shares in CSG. I have a tiny amount of BUD, looking to buy more if stock will drop to lows. As I may have posted, I added to ADM recently. I sold my remaining shares of CAG, and essentially I've used some of these funds to buy just a very, very few shares of DF. As is my way, I also have shares of ancillary companies. Couple of tobacco companies, farm equip. company (GEHL), fertilizer company (IGL), food additive supplier (SXT), vitamin manufacturers. ------------------------------ I'm still considering what to do about HELE. Opinions appreciated. Thanks.