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


To: Paul Senior who wrote (4674)8/16/1998 7:24:00 PM
From: Bob Rudd  Respond to of 78652
 
Paul: Better buys than Kellogg - MPP Has premium brands and price [PE 6 Verses 20] already reflects excess competition that, unlike Kellogg's will most likely dissipate rather than increase. It's difficult to find good values in large cap branded food products so I haven't been playing in that sandbox on the buy side. Other than that, screens for low PS, PE, PBV and such turn up lot's of stuff that looks better from value perspective. AG NH for example have been extensively discussed on this board.
FWIW,
Bob