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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (56748)1/24/2016 9:33:43 PM
From: E_K_S1 Recommendation  Read Replies (1) of 75798
Re: UNFI - It's fairly valued according to the GN valuation model. I do like their low debt but operating margins are low typical of food stores.

I could not find BOSS only the German apparel company. That one is not a a sector I would buy now.


FWIW, added to my TAL shares at $9.23/share, started a new ABBV position again, closed out ABT and peeled off 30% of my XOM @ $75.00/share shares that I bought August last year at $68.00/share. I hate to see profitable Buys (even at very good Buy points) go into the negative.

Still selectively making Buys where my first test is that the company must sell at a discount to it's GN value. Over the last five years, that screen has made me the most money and few if any of those buys blew up. An undervalued GN Buy can lead to a 'value trap' at times so buyer beware.

AP is one that may be the later case but I continue to add as BV increases. Also, SNFCA is selling below it's BV but seeing very few Buyers perhaps because it is a very small cap. Same w/ STRL even after announcing three new contracts worth over $125 mln in 2016 as management promised.

Good investing

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