| To: Paul Senior who wrote (56748) | 1/24/2016 9:33:43 PM | | From: E_K_S | | | | 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.
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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
EKS |
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| From: Paul Senior | 1/25/2016 2:11:55 PM | | | | | | Adding to my basket of housing stocks: a few shares now of KBH and BZH.
These two stocks show up on my Graham screen as selling for 2/3 NCAV. However, both show large amounts of deferred tax assets on the balance sheet. Removing those from the calculation, the two stocks don't have that NCAV appeal. Still, they appear cheap enough to me, and I'm betting on the housing recovery to continue - hoping that mortgage rates don't discourage new buyers, and that the companies are correct when they say they have or had difficult quarters because of inclement weather (the typical excuse -g-).
(I hold stickbuilders WLH and MDC also.)
finance.yahoo.com |
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| To: Paul Senior who wrote (56758) | 1/25/2016 10:29:17 PM | | From: Wallace Rivers | | | | | i was surprised to see Legg had round tripped from 30 to 60 back to 30 since I sold in '13. Talk about dead money. I forgot about Peltz/Trian, I purchased as a reversion to the mean play. |
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| To: Wallace Rivers who wrote (56757) | 1/26/2016 5:12:09 PM | | From: William Cloutier | | | | For now, I don't invest in financial companies
because I don't understand them so much.
I certainly miss many opportunities
If you have any tricks or tips for me...
For example, I think that the BV is more
representative in this sector but I'm not sure
and I don't know how to dissect the Income
Thanks for any reply
All good, All the time
The young investor |
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