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

To: Paul Senior who wrote (22740)	12/13/2005 4:01:53 PM
From: Madharry	Read Replies (1) \| Respond to of 78507

Im surprised at your impatience re BUD. tax motivated? CD is getting creamed today. wonder what Rudd is thinking? Apparent operating problems in travel business. Will it go sub 15?

To: Paul Senior who wrote (22740)	12/13/2005 10:05:31 PM
From: Mark Marcellus	Read Replies (2) \| Respond to of 78507

Paul - I recently entered the booze business as well (a great, though boring, business to be in BTW). My approach was to buy an entry: 3 parts BUD, 3 parts DEO, 2 parts STZ. I found it easier than trying to game each one individually. The slightly lower weighting for STZ has to with their dependence on acquisitions (or, to put it less kindly, rollups) and the resulting uncertainty. If you're looking at booze, DEO should definitely be on the radar - also a Berkshire holding and in many ways the most reliable of the three.