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

To: Paul Senior who wrote (31032)	5/21/2008 11:01:20 PM
From: Spekulatius	Read Replies (3) \| Respond to of 78645

If I were to buy a major food stock /consumer stable stock i would probably choose UL, PG and NSRGY over KFT. None of those stocks is cheap currently however. SDA has very impressive growth - after a correction it might be very attractive but much of it is due to raising prices rather than increased volume so those growth rates are not sustainable. FWIW I also added to GE today at around 31$. I also sold Pargesa yesterday for no other reason than the fact that the European markets have done well. I plan to buy back into either PARG, NAT.BR or GBL.BR (whatever is cheapest in terms of NAV discount) since they are similar and mostly represent the same assets. I also bought some ETE the General partner of ETP. ETE has a couple of years of 15-20% distribution growth in front of them. This is part of my macro play on NG and pipelines/MLP. I own EPE, MGG, NGLS and WMZ besides ETE in this space. Paul's pick of AHD 9the GP of APL) is also interesting. lot's of gearing in this one relative to APL distribution growth but APL management is below average within the MLP space so there is a much larger degree of risk compared to EPE and ETE.