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Old 11-29-2005, 12:05 PM
buffett buffett is offline
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Join Date: Dec 2004
Location: Graham-and-Doddsville
Posts: 133
Default Graham-Style Security Comparison - BPL vs. BKI

Here's an Old School assignment for anyone interested in pitching in. Ben Graham used to randomly pick a pair of companies which were usually very closely related alphabetically but in no other way, then he'd ask his class to determine which one presented the better investment opportunity.

I'll throw out a pair of companies, and then anyone who wants to can post their analysis in this thread.

<u>This is an investment thread, not a trading thread.</u> I don't want us to figure out which stock will go up tomorrow, I want us to figure out:
(1) which stock presents a better investment,
(2) why, and
(3) what would be the appropriate conditions to eventually sell it?

Strangely enough, neither of these companies is located in Ohio:

Buckeye Partners (BPL), in Pennsylvania, engaged in oil services
Buckeye Technologies (BKI), in Tennessee, makes paper products
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