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

To: E_K_S who wrote (44434)	9/21/2011 1:13:11 AM
From: richardred	Read Replies (1) \| Respond to of 78758

Thanks for the update, that PR came in after I left for work. I was mainly thinking Campbells for LNCE back in July. I like the fact insiders have been buying at LNCE. IMO you can't go by recent financial data on LNCE because it's a new merged company. I don't think the integration of Synders into Lance has been fully appreciated yet. So it's hard to get a true valuation yet. Still with LNCE. It would more than likely have to be a friendly deal. Insiders own a big piece. They are also under going high input food costs, they can't pass along fully yet. Speculative fever aside, I sure do like my STELLA DORA cookie, Ok, cookies, with my Coffee in the morning. :+ ) Just maybe CPB will think soup and crackers go together with cookies and cookies. STELLA DORA & Archway with Pepperidge Farm. Anyway, I'm in for the longer term if nothing develops. Yep, I make some big mistakes and take on high risk situations, But IMO LNCE is a lower one for myself. What we do know. We have two heavyweights Nestles & Con Ag looking in the food space. Flowers just made a small bolt on. RE: Seneca Foods Corp I agree on much of what your saying. Just thought I remember seeing them in the local news for an acquisition they were making. One that fell apart. Their plant is the next town over from me. FWIW messages.finance.yahoo.com