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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (71602)11/19/2022 2:06:41 PM
From: Paul Senior   of 78667
 
I've a timing problem in selling, so your 200-day mechanical method has some appeal. I may consider.

UNFI. I too sold high cost shares, and still have shares in my taxable account with basis $7 as you. In my IRA, some from $36. I'm hoping to see stock over $50 after a good earnings report. Then I might consider starting to sell (the higher cost shares).

I keep adding to Albertson's here. (Small buys, and a small overall holding)
finance.yahoo.com

I don't have actual historical data, but I do feel buying a large grocery chain at/under 10x earnings is a good bet. That seems to have worked out for me before with Kroger - being in and willing to hold on for a while.
I realize UNFI is a much smaller and different company from Albertson's. I lump them together in "grocery sector" though. If I'm willing to hold UNFI at its p/e, I just figure I should at least consider holding some ACI with its p/e as well.

Regarding UBA. I have sold most. and I'm going to close out my position. I often just consider what opportunities might be better if I sold and redeployed the funds. People will continue to drive to UBA shopping centers, so a positive is that the company business should continue to plod along (imo). The UBA dividend is coming back up after Covid cut, and the stock yields a tad above 5%. That is really not attractive enough to hold me.
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