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

To: Dale Baker who wrote (26471)	4/4/2007 9:49:13 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78717

It was a little expensive, and I figured maybe the word was out (too late to buy). So I hesitated. A niche product... how big could it get? Changed my mind when I saw racks of the stuff show up at Costco couple weeks back. Forgot about it though. (common apparently at my age) Problem with being all over the investment space is that I get sidetracked and/or I forget. In my favor, I don't have to make a decision to kick something out before I can buy something else, and I don't keep a concentrated portfolio so I don't need to be as careful with the buy decision as someone who might only purchase if he/she took 2-5% portfolio bets. Still, nobody likes to lose money, so I don't want to be cavalier about a purchase either. ------------------------ These soda/beer/beverage companies can be and have been great performers if bought right. Don't see much posted on Jones on SI, but it's already been Cramered. At current price, I have to pass. Fwiw, I'm in the same hem/haw state now with restaurant chain BJRI. Lot of room for company expansion. Lines remind me of a downscale Cheesecake Factory. Stock has stalled in the past six months. Nevertheless, the stock price is still VERY expensive imo. No bargain. (I still like expensive stock CAKE, and have recently added a little to my small position.) finance.yahoo.com