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

To: NikhilJog who wrote (48018)	5/17/2012 11:36:58 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78464

Tesco: Relatively low p/e for a relatively high roe. Apparently not doing as well now in Britain as it has in past; still dominant --- not just a grocery store there-- I've read more like an Amazon where you can order food and other items on-line. I like its geographical diversity. Its stores in my area seem to be struggling though -- they're going from small to smaller stores, and trying to adjust products to local tastes (more Hispanic, more recognizable brand names, etc). So far, several misses and not great pricing. I believe I'm now entering the stock somewhere near the price where Mr. Buffett made some of his purchases: telegraph.co.uk Fwiw, looking at SWY and KR, while they can show relatively low p/e for relatively high roe, their numbers (results) are more erratic than what TSCDY has shown over the past decade. (Just talking numbers. I realize they have different business model than TSCDY does.) Plus, as I look at the raw numbers, these two big USA companies have a much high d/e ratio than TSCDY. I'm still waffling on SVU. I have AHONY (owns one of the convenience chains where Mrs. Jurgis Bekepuris may shop) on my watch list.