02-04-2014, 07:16 PM
Read it this morning, Eric. Nice read.
Most everything is in the upper range of valuation or over to me so I can understand the paucity of choices. Ingredion intrigues me but I have a couple of small positions to fill up first. I have to watch them. Sometimes the most interesting companies are the ones that aren't household names.
Most everything is in the upper range of valuation or over to me so I can understand the paucity of choices. Ingredion intrigues me but I have a couple of small positions to fill up first. I have to watch them. Sometimes the most interesting companies are the ones that aren't household names.

