SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (467)10/21/1998 8:11:00 AM
From: Fredman  Read Replies (2) | Respond to of 4690
 
i think the only 2 he would look at would be Ralston Purina and LZB - depending on the COMPETITION these 2 have (and as well as all the other WEB financial indicators). MSFT he wouldn't do because it's a tech, and the lawsuit thing, AMGN he wouldn't because he 'missed them', the others i don't think he'd EVER touch. Me ? i would do Harley because they HAVE NO competition for exactly what they do - sell overpriced motorcycles and parts, and sell out every year they do - unless a recession hits. Don't let what the fed did with interest rates fool you, the problems are still here, the fed just did a quick band-aid job that will only last a few weeks.



To: Shane M who wrote (467)10/21/1998 9:28:00 AM
From: Crocodile  Read Replies (1) | Respond to of 4690
 
Ralston is an interesting choice. Pet foods are a large end use product for grains in North America. That fact is well recognized within agricultural circles. I think that says something about the size of the market for the product. Ralston Purina has some competition, but they really are "the" name in pet foods. Seems like a logical pick unless people stop keeping pets... (IMHO...not a chance!)...(-:

C


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News