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

To: Madharry who wrote (22743)	12/13/2005 6:31:18 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78507

Madharry, just guessing I'll be able to reenter BUD near current prices. And yes, I'm looking for capital losses and have also closed a stub BUD position in a small Roth account. Everybody who follows Buffett - all the value players - are now in, so I suspect the company will have to have a catalyst event for the stock to move much further. Perhaps an acquisition or some dividend or larger buyback. Hard for me to see any surprise upside in earnings - sales seem stalled, company already has 50% of the beer market, and remaining competitors are large and fierce - fighting over what now seems to be a diminishing demand. Normally, I'd try harder to wait it out - company and stock will eventually return to favor - just that STZ captures my fancy with its varied product lineup and acquisition-oriented management. ------- I have a stub position in CD. I'll re-look at CD tonight to see if I want to build it up.