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


To: Spekulatius who wrote (33981)3/30/2009 3:38:58 PM
From: Paul Senior  Respond to of 78715
 
Okay, I'll follow and sell a few of my PEP shares and go for a starting position in CL.

finance.yahoo.com



To: Spekulatius who wrote (33981)3/31/2009 12:03:58 AM
From: Jurgis Bekepuris  Respond to of 78715
 
UL - you are right, the valuation is more attractive. The drawbacks are foreign listing - yes, I know they publish numbers, but they are harder to get and read. There is still ongoing restructuring, which may be positive from what I see, they are trying to fix the issues that Morningstar gripes about: too many brands that lead to scattered management and supply systems. Perhaps I should buy a small position.