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

To: Paul Senior who wrote (3755)	3/11/2006 11:25:46 PM
From: Shane M	Respond to of 4691

Thanks Paul. I'll check out the story again. One thing I've liked about FMX is the increasing trend in ROE and net margins. I've hung in there as a much more profitable company seems to be emerging but I might be well advised to ease up in exposure. I'm in KOF also so have double exposure to the company. Shares outstanding increased from 529mil to 596mil over the past year so that's kindof screwing up recent trends on a per share basis. I don't like all the debt FMX has either. Here's an article indicating aggressive expansion plans in 06 I found interesting. yahoo.reuters.com

To: Paul Senior who wrote (3755)	10/4/2009 12:13:40 PM
From: Paul Senior	Respond to of 4691

Fomento Económico Mexicano,FMX. May or may not get a buyout offer for its beer business. Stock has almost always looked expensive when I've looked at the numbers. Offsetting that, I've liked that it has strong/enduring franchises. Still, I could never make a decisive buy on it. One of the stocks where I bought a little, sold some, and just kept a set-and-try-to-forget stub position. Which is easy or easier to do when the stock can just be tucked in among a diversified portfolio. This time, a case where holding-on seems to have worked okay for me-- percentage-wise anyway. (a triple now from 11/04 acquisition) finance.yahoo.com