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

To: J Mako who wrote (45414)	11/13/2011 8:24:13 PM
From: richardred	1 Recommendation Respond to of 78669

I think GMCR was a bit a growth story stock, not a value stock. Even with this major pullback I think risk and market valuation is to high. IMO JVA has a more reasonable valuation at current levels, but it's come down greatly. I still think Farm has more upside potential than JVA if they can turn the company around. Industry wide- I'm reading into Starbucks latest acquisition. They just decided to diversify into juices. IMO this shows that the coffee will be growing much slower going forward. McDonalds and Dunkin Donuts in the market place shows the coffee industry has staying power. McDonald's & Dunkin are also into specialty drinks. Anyway Coffee is a commodity and so is Oil and Natural gas. I think I'm more inclined to invest there than the coffee industry, but I still might go after Farm.