Tuesday, September 01, 2009

Berger Paints

Exiting Berger Paints. Stock is now 17x-18x EPS. While cheaper than Asian Paints, it is no longer a no brainer. I have moved some of this money into Godfrey Philips - at 10x PE, it is a very cheap tobacco stock.

1 comment:

Penny Stock Info said...

Excellent company.