David Burrows Ralcorp Holdings Inc RAH-N TOP PICK Oct 15, 2008

Gaining market share, cereal tends to do well in a recession, behaving well. A Staple.

David Burrows

Owned

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$62.100

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food processing

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(Top Pick Oct 15/08, Down 7%) Defensive and not a place to be now. Through the summer, portfolio managers were rotating holdings.

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David Burrows Ralcorp Holdings Inc RAH-N TOP PICK Oct 15, 2008

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