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moneysense.ca, 8/06/05
Latest Trade by Numbers Issue
The Globe and Mail is out with the latest issue of Trade by Numbers and they are calling it the “Summer Fun Issue”. Here are the highlights:
- Columnist Rob Carrick suggests that beer has no place in a portfolio, evidenced by the recent flat returns of the major brewers. However, I believe Anheuser-Busch (NYSE: BUD) is a long-term value play at current prices. (FD: I own shares in A-B).
- Columnist Mathew Ingram discusses motorcycle-maker Harley-Davidson (NYSE: HDI).
- Avid hikers and outdoors people really appreciate DEET during black-fly season. So, maybe the makers of Muskol or OFF! could be an investment candidate.
- Canadians have a love affair with recreation properties. Who could resist lazy summer afternoons on the lakeshore, the distant call of the loon or canoeing on the lake? This column discusses the financial aspects of buying or owning a cottage.
moneysense.ca, 8/06/05







Miller (sold by Altria / Phillip Morris — MO ) has performed well recently also.
Beer may be a good choice after all.
Money and Investing
I own Altria, which I bought in the aftermath of the Illinois Price judgement. But, Miller is such a small part of Altria. I can’t remember the exact number but it only worth a few dollars per Altria share.
I have no illusions about A-B. It may not go anywhere in the near term. But, I am betting that 20 years from now we’ll still be drinking bud.