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

To: Paul Senior who wrote (21104)	4/14/2005 9:24:55 AM
From: Rainy_Day_Woman	Respond to of 78530

personally I don't like the restaurant sector I remember going to a state seminar for small businesses and their experience was the largest group of failed small businesses was the restaurant group I would do maybe a restaurant supply stock if I felt I needed to incorporate it in my portfolio Earnings reports today: Dow Jones (DJ) Eaton (ETN) Pepsico (PEP) Southwest Airlines (LUV) Sun Microsystems (SUNW) Unisys (UIS) UnitedHealth Group (UNH). the Labor Department will report initial jobless claims for the week that ended on April 9 at 8:30 a.m., ET. the Census Bureau will announce changes in business inventories for February at 10:00 a.m., ET.

To: Paul Senior who wrote (21104)	1/25/2006 8:33:26 PM
From: Paul Senior	Respond to of 78530

Upped my very few shares in restaurant stock FRS just a little today: Not liked by Motley Fool columnist: biz.yahoo.com I see the company's been profitable every year for past ten, p/e isn't too high. Looks to me like a very mediocre company selling at a moderately attractive price relative to where it's sold before. A situation that W. Buffett would avoid, but I'm willing to try to hold shares another couple of quarters. ------- Fwiw, trimmed JPM (losing patience), trimmed NNBR, sold AMPH, took my lumps on auto supplier DRRA with sale, trimmed CPWR, ADG - companies in which I've had a position for several years and of which I am just tired waiting.