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

To: Paul Senior who wrote (20679)	2/17/2005 9:27:42 PM
From: Wallace Rivers	Read Replies (4) \| Respond to of 78667

Paul - Not saying it is a great stock, but it is in the same general vicinity (beverages) as BUD - KO (Coke). Also trading near (although not absolutely at, like BUD) its lows. Reported OK results yesterday. Even though I own the stock and would like to think otherwise, I believe a lot of the better than expected stuff is due to non operational items (currency exchange, etc.) Upped the dividend today. Both BUD and KO are the biggest players in their respective industries, and two of the most recognisable brands in the world. IMHO I think KO has more total return potential than BUD. Speaking of beaten down stocks, I ended up purchasing NYT last week at a slightly higher price than it is currently. I think the portfolio of properties it owns could be worth significantly more than its current price. I will mention, however, that I too have been wrong many, many times!

To: Paul Senior who wrote (20679)	2/17/2005 9:38:48 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78667

Buffet "large moat" stocks on sale: BUD, WMT, CSCO, MSFT Besides BUD, CSCO,WMT, MSFT are near their 52 weeks low. I decided to buy MSFT today from this bunch because I like the growth prospects compared to WMT and BUD and the governance relative to CSCO (stock options). BUD has had earnings growth boosted to low single digits/share by stock buybacks but the balance sheet won't allow them to do so much longer without credit rating downgrade. I don't like their beers either...