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


To: Paul Senior who wrote (23421)2/23/2006 9:19:16 AM
From: Dave  Read Replies (2) | Respond to of 78740
 
Ever look at CSG?



To: Paul Senior who wrote (23421)3/1/2006 7:12:21 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78740
 
Paul,

So what do you think about FDP after the latest disaster? It seems cheap if they recover. The question is: will they? And at which price it's worth investing on a turnaround...

I am somewhat interested.



To: Paul Senior who wrote (23421)3/3/2006 1:41:17 PM
From: Bob Rudd  Respond to of 78740
 
WMT research freebie - 10/05, so not 'fresh' but useful backgrounder by guys that dig real deep into financials: newconstructs.com



To: Paul Senior who wrote (23421)1/16/2007 5:51:42 PM
From: Paul Senior  Read Replies (2) | Respond to of 78740
 
Food stock update fwiw.

Not so confident that some of the moves in food stocks are sustainable. I cut some leaf tobacco processor AOI today, and sold half of my position in BGF. BGF has a complicated structure being an "enhanced income security". The combo bond/div yield is good, it's just that I got a little nervous.

finance.yahoo.com