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    • 3 Stocks for Uncertain Times [view article]
      It is good article, you have truth. I agree with you and I expect good earnings because revenues increasy and cost problem is really temporary and they make everything cut it.


      On Jul 22 01:42 PM RonB wrote:

      > The writer is on point with Kraft. It is an excellent purchase opportunity
      > at the currrent share price. Input cost problems are temporary, as
      > a substantial portion can be passed on through pricing. There is
      > ample cash flow for stock buybacks, lots of room for financial engineering,
      > and an outdated product line that the recently appointed CEO is aggressively
      > working to improve. The Post splitoff is a good example, and will
      > result in a lower share count. Many people are seeing only short-term
      > problems, but others, like Buffett, see that long-term opportunities
      > are extensive. The company's distribution channels are a key factor.

      >
      >
      > Kraft is a substantial weighting in my personal and client portfolios.

      >
      >
      > Ron Beasley
      > Investment Advisor
      > rwbi.net       Jul 24 04:01 PM
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