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

To: Paul Senior who wrote (30200)3/1/2008 11:35:48 AM
From: RockyBalboa  Read Replies (2) | Respond to of 70603
IAR drew my interest so I looked further. It seems that a whole industry succumbs to new media. The fall of IAR competitor RHD makes me wary and RHD is in a much better shape than IAR.

As you mentioned Hertz, there´s also its large competitor, CAR / Avis which was a part of the old cendant plus budget which they bought out of bankruptcy a few years ago.

To: Paul Senior who wrote (30200)3/1/2008 1:53:46 PM
From: RockyBalboa  Respond to of 70603
A more defensive way would be YPG. It suffered recently, also pointing to a slowdown in the business. So far it paid all dividends, amounting to a yield of 10%

To: Paul Senior who wrote (30200)3/1/2008 11:17:31 PM
From: Jurgis Bekepuris  Respond to of 70603
With SPF behind me, I am back into "don't buy leveraged companies" camp. The interesting thing is that so far almost no companies went BK in this credit crunch atmosphere. When you remember that KMart managed to BK in the middle of pretty OK economic picture, it becomes rather weird that we don't see that many bankruptcies yet...

It's your guess whether it's time to buy levered ones because of that, or they just gonna keel over in the next year or so. ;)

To: Paul Senior who wrote (30200)2/10/2010 10:17:57 AM
From: Spekulatius1 Recommendation  Read Replies (2) | Respond to of 70603
DF - anybody interested in food producers/ I bought a little of DF this morning. they distribute fresh produce and milk which benefits less from branding.

Results are more volatile (which shows this morning) but LT they should be OK.