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Posted: 11/19/2008 10:33:45 PM EDT
Link Posted: 11/19/2008 10:47:49 PM EDT
My big recession play is MCD.
Nice dividend.
Link Posted: 11/19/2008 10:56:58 PM EDT
you may be right, but i think the profit margin on food items is razor thin.

maybe genitics companies that are working on upping crop yields or something similar?
Link Posted: 11/19/2008 11:19:41 PM EDT
Link Posted: 11/19/2008 11:28:10 PM EDT
Originally Posted By Waldo:
Originally Posted By Hawken50:
you may be right, but i think the profit margin on food items is razor thin.

maybe genitics companies that are working on upping crop yields or something similar?


Yeah, so who's paying a foreword looking P/E of 6% or better in that crowd?



got me. I haven't looked into it myself
Link Posted: 11/20/2008 7:45:21 AM EDT
I don't know if they are the best, but Kraft is bout the only stock I own that has been holding up pretty well. So that validates your concept somewhat.
Link Posted: 11/20/2008 10:26:01 AM EDT
[Last Edit: 11/21/2008 3:14:50 PM EDT by mags]
Just a thought Waldo....Royal dutch "AHOLD". My fathers brother worked for them, they own alot of grocery chains like stop& shop and a few in South america IIRC. I know of no ETF or index. But I'd like too!!!!!! FWIW Waldo Kraft would be my pic if I had a extra 10/25k to throw around. Look at the dividend, NAV, Mkt cap =2 times Citi )28Bill/vs/almost 50Bil,.... IIRC look it up. These are rounded %'s but no less............
Link Posted: 11/20/2008 12:40:24 PM EDT
Originally Posted By BillofRights:
I don't know if they are the best, but Kraft is bout the only stock I own that has been holding up pretty well. So that validates your concept somewhat.


I've been looking long and hard at picking up some Kraft...

Link Posted: 11/21/2008 2:08:48 PM EDT
Coca-Cola
Link Posted: 11/21/2008 2:16:33 PM EDT
Keep an eye on MON as well.
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