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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (71485)12/7/2022 1:21:45 PM
From: Paul Senior   of 78670
 
I've a few stocks beat down today on earnings, revenue misses:

UNFI of which, EKS, you know. Down about 10%
finance.yahoo.com

Ollie's Bargain Outlet Holdings, Inc. (OLLI) (regional chain; compare to BIG)
down 15%
finance.yahoo.com

Brown-Forman Corporation (BF-B), down 7%
finance.yahoo.com

I'll keep UNFI.
Also BF-B which I'm intending to keep as a long-term holding. Not usually (if ever) a value stock. Not cheap enough now though to where I would buy more.

OLLI has seemed like a better stock than BIG. As I've followed it, almost always it's with higher p/e and being regional, the possibility of expansion nationally. I'm disappointed in BIG's and OLLI's quarter. I've only a tracking position in OLLI (and only a few shares too in BIG), and for now I'll stick with BIG (which I'm more familiar with), and sell my OLLI shares.
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