amato

3 Stocks for Uncertain Times

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 and an outdated product line that the recently appointed CEO is aggressively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