I am looking heavily at OI and plan do listen to the last CC and investigate further. We are in a bear market and many are concerned about the transportation costs eating into margins and perhaps other factors (is glass more expensive than plastic?)...
John Montgomery, one of my favorite mutual fund managers, has held this for quite some time based on its quants. I still have to do the heavy DD but it is looking very promising...
BTW... for those interested I have a financial website at the address above.......
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I am looking heavily at OI and plan do listen to the last CC and investigate further. We are in a bear market and many are concerned about the transportation costs eating into margins and perhaps other factors (is glass more expensive than plastic?)...
Jul 07 11:46 am
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All Comments by The-Yellow-Rose-Street-Beat »Owens-Illinois Continues to Grow [View article]
John Montgomery, one of my favorite mutual fund managers, has held this for quite some time based on its quants. I still have to do the heavy DD but it is looking very promising...
BTW... for those interested I have a financial website at the address above.......