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6 pts

Industry: Food Processing
Russian food company

Sep 07, 2008 04:17 PM GMT

Thomas George

Return	Risk
-4.44%	MID

Sr. Associate

Profile & Performance

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about wbd foods

http://seekingalpha.com/article/34363-wbd-foods-a-good-fit-fo...

why buy ?
1.this is a macro call - everybody sold Russia because it defended Ossetia from Georgian invasion.For me the inability of the US and Europe to go beyond condemnation etc shows the new stature of Russia.Like China and Brazil,Russia will prosper going forward.Putin is an excellent leader -ex KGB and tough as nais.
2.rising prosperity will drive processed foods -this company.Any major Russian company is a buy at current valuations.

WBD: This call was made on 09/07/08 @ $68.4

Rating:	$68.4 (09/07/08)
Gain/Loss:	+7.37% in 428 days
Target:	in > one year
Allocation:	0.5% of portfolio

Comments (2)

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Locationh

61%

1 point commented 428 days ago reply

Great time to consider investing in this gem. A little to pricey for my likes and no dividend payment however for speculation and a nice upside window worth considering.

Angelina Rose

N/A

1 point commented 427 days ago reply

You have given good information on Russian Food company. Thanks for giving this.

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WimmBillDann Foods OJSC (WBD)

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Opinion on WimmBillDann Foods OJSC (WBD) Sector: Consumer/Non-Cyclical > Industry: Food Processing Russian food company

Opinion on WimmBillDann Foods OJSC (WBD) Sector: Consumer/Non-Cyclical > Industry: Food Processing
Russian food company