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

To: Jurgis Bekepuris who wrote (31206)	6/18/2008 2:32:28 PM
From: Paul Senior	Respond to of 78751

I've not run or seen an analysis of CBY/DPS. I had a CSG position and still have now the CBY/DPS shares. Eventually, I'll look closer to consider some adjustments.

To: Jurgis Bekepuris who wrote (31206)	6/22/2008 7:34:26 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78751

For [t]DPS[/t], I've decided I'll up my shares a bit, and have placed an order at under $24/sh. Given the diversity of brands, the company's expansion plans, and the current p/e (under 12), etc., stock price seems okay for a conservative kinda ltb&h. ====================== Price of liter soda in my grocery stores has really gone up in past year. 89c-$1.10 was very common last year at this time. Now there's nothing under $1.25. I've cut back my consumption. As stockholder, if I'm typical of other consumers, that might not be a good sign at all for DPS.