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

To: richardred who wrote (53431)2/18/2014 11:24:51 AM
From: Paul Senior  Read Replies (2) | Respond to of 78760
 
LNCE. Too tough for me to figure. In my view, relatively expensive on p/sales. Relatively inexpensive on historical p/e. Otoh, I don't like to pay 17-18x forward earnings for a food company (Jmo). These relatively small food companies with good brands like LNCE do seem to get acquired by the bigger companies sometimes or maybe eventually. LNCE could work out as one of your takeover specs. Meanwhile, small dividend while waiting.



To: richardred who wrote (53431)1/10/2018 10:34:05 AM
From: richardred  Read Replies (1) | Respond to of 78760
 
I've sold out of my LNCE position, but if CPB gets low enough. I'm getting interested in buying CPB again.

P.S.
I think the street thinks they overpaid for LNCE. Saw the W. Buffett CNBC interview today. Could help but think He & C. Munger might want to go out with a Iconic acquisition bang. Dor


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