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

To: Paul Senior who wrote (5293)	11/19/1998 7:25:00 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78567

G'day Paul (in the spirit of OSSI!) I was in the restaurant business, and suspect that the LDRY concept is only marginally more difficult to execute than STAR. I like LDRY better, as well: competition (primarily Red Lobster) seems less severe, they have been pummeled by serious bad weather in a lot of their markets. I like the risk/reward better with LDRY. Anyone else looked at or followed Wellman (WLM) - price to book is very low, and financials are pretty good. Fortunately, I can say I owned it, and made a profit, at much higher prices (in the 20s). Best could be described as a specialty chemical manufacturer. Comments? ps I wished I had looked more closely at Rock of Ages (ROAC) - to put it gently, the leading consolidator in memorials to the death care industry. Not gently - they make tombstones.