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

To: Paul Senior who wrote (26973)	5/31/2007 9:35:16 AM
From: manalagi	Read Replies (1) \| Respond to of 78774

The only one I like on that list is Valero. Yes, P/E is relative and depends in what industry it is in. I don't see DEEP in the list. Thanks for sharing your thought on some of the stock.

To: Paul Senior who wrote (26973)	12/21/2007 10:39:45 AM
From: E_K_S	Read Replies (5) \| Respond to of 78774

Switched out of half of my SVU (SUPERVALU Inc.) and into TESCO PLC SPONS ADR (TSCDY.PK). Tesco Foods has outperformed SuperValue in the last two years and began to open new stores in Southern CA, NV and AZ. Their new local retail concept is to provide quality at low prices using local producers (for both meat & produce). Their store inventory is of high quality with less duplicate items that allows them to keep prices low. This is a similar concept COSCO uses. Their transportation and distribution costs are kept low as they focus on providing local produced foods. This should help them compete if food inflation becomes a problem. Tesco Foods as an international retailer provides diversification with stores around the world. Their move into "niche" U.S. markets, provides excellent growth opportunities for this company. Same store sales and profit margins continue to beat the large U.S. retailers. finance.google.com They pay a similar dividend as SVU but in Euros that is converted into U.S. dollars. Therefore they should do well in a weal U.S. dollar environment. New innovations in the food retail group has been slow to develop in the U.S. but with Tesco, their concept is new and different. They have been very successful in Europe and I believe they should do quite well in the U.S.. EKS