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

To: Jurgis Bekepuris who wrote (44155)8/31/2011 7:29:45 AM
From: Spekulatius  Read Replies (1) | Respond to of 78628
 
Re Ahony - the Belgian competitor DEG (Delhaize) is also worth a look. Similar business with a large US presence and some smaller business in Europe.
Looking at grocery stocks again, I like Tesco (TSCDY) the best. I believe E_k_s may still own it. Tesco is somewhat more expensive but it's a growth story and worth a premium. Tesco is currently trading at 11x earnings as far as I can tell.



To: Jurgis Bekepuris who wrote (44155)9/1/2011 10:17:32 PM
From: Shane M  Read Replies (1) | Respond to of 78628
 
fwiw, I opened a position in the Gap a few weeks back on my wife's recommendation. She went shopping with a friend one weekend and could hardly get in the door at the Banana Republic - long lines for both the changing rooms and at the registers. She also said the Nike store was busting at seams also.


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