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

To: Paul Senior who wrote (6271)	3/12/1999 10:56:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 78476

Related observation: A stock like NH, with less exposure to the US than its peers, might be an interesting way to play eventual recovery in these depressed areas, and sells at a better valuation than most by far.

To: Paul Senior who wrote (6271)	3/12/1999 2:35:00 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78476

Another one for thread consideration that I have no position in; Genessee Brewing Corp. (GENBB) Trades at about 1/3 book, hefty dividend yield, does contract brewing for Sam Adams, among others. Illiquid, to say the least. Released earnings today. Disclaimer; I have, at times, consumed WAY too much of their product!

To: Paul Senior who wrote (6271)	11/8/2000 2:48:10 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78476

Buying more PB today. As I posted on it 20 months ago. Buffett-type stock, imo. Largest soft drink bottler in Latin America. Anchor bottler for Coca-Cola. isolated "fact", fwiw: From V. Sparrowe, Reuters, 10/14/99: "Mexico is one of the world's largest markets for soft drinks on a per-capita basis, usually competing with the United States for the distinction of being the country with the highest consumption of Coca-Cola products per person." (aside: Panamco Mexico operates in central Mexico, excluding Mexico City) Paul Senior