I give my opinion on your picks.
Remembering anything can happen in the market, and I am wrong and I have been wrong many, many times.
VLGEA. The prototypical newbie value pick for food stocks. Stock always seems to be cheap, and always seems to stay that way. Avoid. A better pick, by not much, is IMKTA. Has less of a dividend yield (I've a few shares.). Of course there's Albertson's for the possible takeover, Sprouts which has moved up, and KR of which Yahoo says forward earnings of 10x. I like KR at 10x or below, and I might rebuy at that point.
You'd pick CZR over MGM. MGM seems to me to have the better numbers for the metrics I use. I've a few shares.
WWW. Still flogging that one? Your significant point seems to be you "think it will work out". Maybe. I'll stick with DBI (which took a 33% haircut the other day) for the same reason. -g- (I hold a tracking position.)
finance.yahoo.com
PSMT. Iffy imo. Profitable and consistent revenue growth. Doesn't have the ROE of Costco though. I will guess that part of the attraction is that there might be a steady stream of people coming into the stock or looking at it who've heard about from looking at/owning Costco. Is there anybody who's held Costco and not eventually looked at PSMT? Or maybe now saying to themselves, "I'm not spending $600 per share for COST when I can get something similar, maybe similarly good eventually, like PriceSmart for $60.
My opinion: I don't know about PriceSmart, but I do know that I have to pick my shopping times at Costco to avoid almost always crowded parking lots and checkout lines. So I'll stick with my COST shares.
LILA. Too tough for me. Metrics I like are not good. Otoh, sometimes they just aren't with Malone properties. Business -- telecommunication stuff in Central/South America is too opaque to me.
CCL. Looks like a winner for you. Debt high, looks manageable. You reported good bookings for next year. I suspect as long as earnings losses get smaller, the stock can continue to revert. I've a few tracking shares, considering adding more. |
