Here is a great post from oldschoolvalue.com, hope you enjoy.
I have just finished the annuals and quarterly reports from Chiquita, and Fresh Del Monte, Dole’s biggest competitors.
I am putting together a series of posts on those three companies. Which one could be the best buy for a spot in the long term portion of my portfolio without the spin off possibility, or if any of them are good enough to fit that profile.
I have also started Competition Demystified and can tell I am going to learn a lot from it. I can’t wait to get farther into it and start applying the principles to the stocks I research.