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Socialism cannot compete! » Comments » AHG

  • Recessionary Equity Strategies: The Price Is Right [View article]
    I agree, this is the time for value...and what is amazing to me is some of the very defensive plays that are extreme values right now! I own KO and CQB. The former was downgraded the other day by S&P based on the structure of its financing -- they basically think KO will be paying too much on its debt. While acknowledging that to be possible, we are seeing credit moving in the right direction again, and KO has good cash flow *and* growth, plus is less discretionary than many other consumables. IMO, a great value below 48. CQB -- this one is unreal: look at the price-to-sales (currently 0.14 for MRQ) and price-to-book (currently 0.55 for MRQ)!! The big drop in oil is a huge boon for their shipping costs...plus, price/lb of bananas has been on the increase. We're not going to stop eating...and in fact, the trend is towards eating more healthfully...this has great momentum for CQB, and with decreasing costs. A real steal. I honestly am looking for a double on CQB within 6 months!!
    Oct 29 12:20 pm |Rating: 0 0 |Link to Comment
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