YCG Investments
“If you buy above average businesses at below average prices, on average, we believe you should come out ahead.” — Brian Yacktman

The new drug of choice - Cheerios


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We couldn’t help but laugh when we opened the WSJ this morning. For years, we’ve probably all noticed Cheerios cereal boxes claiming that the cereal has cholesterol-lowering heart benefits. There is evidently a strong clinical study supporting this, but apparently, the FDA says if General Mills states “clinically proven to help lower cholesterol” then that makes the product a drug.

“The FDA…suggested that if General Mills wants to keep the box labeling as is, it should file a new-drug application for Cheerios.”

We appreciate a good laugh to start the day. Look out Lipitor!

Disclaimer: The specific securities identified and discussed should not be considered a recommendation to purchase or sell any particular security. Rather, this commentary is presented solely for the purpose of illustrating YCG’s investment approach. These commentaries contain our views and opinions at the time such commentaries were written and are subject to change thereafter. The securities discussed do not represent an account’s entire portfolio and in the aggregate may represent only a small percentage of an account’s portfolio holdings. These commentaries may include “forward looking statements” which may or may not be accurate in the long-term. It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable. Past performance is no guarantee of future results.

Posted by: Brian Yacktman | May 13, 2009 | Permalink

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