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Author: Ohotnik100 Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 21  
Subject: undervalued russian name Date: 7/9/2005 6:54 AM
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I think WBD is grossly undervalued. the main point here is look at all the oil money flowing into Russia now. it is trickling down to the consumers in variety of forms. for instance first time ever, consumer finance is taking shape and people have more disposable income. and people improve the quality of their lifestandards when disposable income increases... they purchase more high value added products rather than cheap watered down juices... this is exactly what wbd does. it is focused completely on the high end of the juice, juice mixed products. even if it stays independent (a lot of speculation about it being acquired by Danone), it will still be a dominant player in cash awashed country with oil... when you look at the harm the high oil prices are bringing to the Western Europe or the USA, look at the other side.. the beneficiaries of the windfall...
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