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To: cfimx who wrote (5443)12/17/1998 9:16:00 PM
From: Freedom Fighter  Respond to of 78670
 
Twister,

>>wayne, thanks for your portfolio. Is Interstate Bakeries on your list?<<

I remember looking at the company briefly a while back and being impressed. It isn't on my list, but perhaps I left it off because it was very expensive at the time. I'll double check. Maybe I should add it!!

Wayne



To: cfimx who wrote (5443)12/19/1998 6:12:00 PM
From: Freedom Fighter  Read Replies (1) | Respond to of 78670
 
Twister, (INTERSTATE BAKERIES)

>>Is Interstate Bakeries on your list? <<

I just started crunching the numbers and I am impressed so far. It looks cheap for a company like this. They seem to have done a good job since the recent acquisitions. Thanks for the idea. I'm going to keep crunching and reading.

Do you have any insights into the Ralston Purina position and how IBC is going to deal with the required reduction of it?

The 1992-1995 period was not particularly impressive. Any insights into what was going on then compared to now besides the acquisitions?

Wayne Crimi