SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Brendan W who wrote (29609)1/9/2008 6:23:49 PM
From: Jurgis Bekepuris  Respond to of 78451
 
I agree with you that PEP and KO may be close to sell prices here. I will probably hold them though in the same way as I will not sell JNJ. IMO selling quality to buy lesser quality companies is almost always a mistake. Especially when quality is still lagging S&P for the last 5 years...