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Post# of 704041
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Zeev Hed

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Zeev Hed

Re: jdaasoc post# 38815

Saturday, 10/26/2002 11:02:48 PM

Saturday, October 26, 2002 11:02:48 PM

Post# of 704041
John, remember, HOOK is in my folio not because of an expectation of rapid growth (that sector of the alcoholic beverage may grow faster than the rest, but the whole beer sector is under pressure), the reason was simply valuation, at 30% of book value relative to three times book for, let say, SAM.

Zeev

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