Saturday, February 6, 2010

Excellent presentation from Ackmann on Kraft- looks like a deal

This is an excellent return for US stocks where we can get 15% in the next three years.  Thanks my little investing note book. The more I read this blog, the more I like it. This provides more details about margins for various food segments in various categories.
http://myinvestingnotebook.blogspot.com/2010/02/ackmans-presentation-on-kraft.html?utm_source=feedburner&utm_medium=twitter&utm_campaign=Feed%3A+MyInvestingNotebook+%28My+Investing+Notebook%29

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