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Real-Money Stock Picks / Messed-Up Expectations Portfolio
|Subject: Re: Screen results||Date: 12/8/2010 1:35 PM|
|Author: TMFScarletGray||Number: 81 of 1045|
DPS is interesting. I like the high ROE in beverage companies although I do not know much about the current state of the company.
Einhorn was just talking up his recent investment in Sprint, although Inside Investor was just talking down their investment in Sprint.
L3 - Not the biggest fan of defense companies and due to some comments from some software engineers that worked at L3 for years, I'm not sure that the culture is like a company I would invest in.
I believe Dean Foods was recently mentioned on the Deranged Monkey board about a possibility of a lessening of pricing pressure currently weighing down the company. This one maybe another interesting candidate.
Buffett recently sold out of his stake of NRG if memory serves. What that tells me, I don't know, but you get what you pay for :)
Seth Jayson likes SVU currently, but I'm sure you knew that one also.
If you are looking for a thesis on Safeway, I think V. Katsenelson wrote one up in 2009 and is probably available on his blog:
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