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

To: Wallace Rivers who wrote (21793)	7/27/2005 4:03:43 PM
From: epicure	Respond to of 78519

I just don't know. I hope you are right, and it's a great investment. I think I will continue to watch. I would probably be more inclined to buy it on the way up, after reading some good forward looking news.

To: Wallace Rivers who wrote (21793)	7/28/2005 6:47:48 AM
From: Dave	Respond to of 78519

RE: BUD Mr. Buffett spends the majority of his time focused on the after-tax Cash Flow. As we can now see, the "halo effect" of Mr. Buffett purchasing an equity stake in BUD has worn off. Q: As such, when will it be the "right" time to buy BUD? A: When BUD can start growing its volumes profitably. When that time happens, there will be plenty of time to buy BUD and earn a good ROI. With no catalyst in sight and BUD chasing growth by spending more marketing dollars, BUD will continue to decline. Dave