ozcutty2

Kraft Foods: Time to Put This Cash Cow Out to Pasture?

Good article, when WB Kraft purchase was disclosed, i had a hard look at the company and couldn't figure out what all the fuss was about. Very slow growing and over valued. Large food retailers all seem to be developing their own generics which used to be horrible, but are now almost as good.

Of the sector, I do love PM, holding PM for the next 50 years will make you a millionaire (slowly) but i'm impatient, so sold my holding for a profit and rotated into beaton down financial DFS. One day, i will rotate back again!