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Seaboard Corp. Message Board

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  • alexalekhine alexalekhine Jun 16, 2005 6:55 AM Flag

    MR. QUESTIONABLE44.......

    Still long, but smaller than before. I virtually never have a short position in anything since I trade in tax deferred accounts.
    I didn't mean to offend- or belittle your opinion; Re: MSFT and QCOM: MSFT effectively had a monopoly in an industry whose size was exploding--hardly comparable to SEB. The rise in QCOM, though, has been somewhat similar to the rise in SEB. I might eat more bacon, ham , chops, or ribs, but it is hard to call pork a growth industry.

    Even so, this outfits earnings have risen dramatically, and the recent analysis here identifying a "breakeven revenue level" and a subsequent marginal profitability rate was quite informative. At the end of the day, the stock price will be determined by management performance as reflected in earnings and capital allocation.


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    • The more I read your posts I find that we are in agreement more often than not. The reason I mentioned MSFT is due to the fact that after that dramatic rise of thousands of %, it is now flat with small up & down movements. Definitely not volatile. The same with SEB. It will get to a point that it will be called a stable and safe stock.
      Speaking of management, since insiders own more than 95%, it is in their best interest to perform. This is the main reason I like it.

3,790.00-25.00(-0.66%)Apr 27 4:00 PMEDT