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

To: Paul Senior who wrote (2794)	12/18/1997 9:36:00 AM
From: jeffbas	Respond to of 78758

I'm buying too - the booze, not the stock. However, my waistline won't support any "twinkies".

To: Paul Senior who wrote (2794)	12/18/1997 1:21:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78758

Here's another for the thread to chew on: YUM Tricon Global recently has been spun off from Pepsi as we all know and now announces $2.79 in charges and has been predictably downgraded. Yet management sees 660M in operating profit before charges, and low double digit growth in that next year. This is another exercise in balance sheet and income statement analysis. I'll be calling the company to get the facts, but I for one like what's been happening at Taco Bell, and I do like the new Pizza Hut pizza better than Papa John's. Just another idea... Mike