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

To: Paul Senior who wrote (53160)	4/17/2014 12:11:57 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78750

Seaboard (SEB). Added a few shares. Perhaps a mistake-- it's still an expensive stock in my view based on p/e's I like for food companies and ship companies (SEB being a conglomerate). Otoh, as I've said I like the book value history, low d/e ratio, seemingly good family management. Now with beef prices at very high levels, I expect pork to be a substitution for many at mealtime. SEB is a hog producer and processor of pork, so I expect that part of the business to do well. finance.yahoo.com