Thanks for posting the link to the fine article. It sure reinforces the opinion of many on WM. WM was my largest holding, and I just added some more. I noticed that Oakmark fund has it at 15% of holdings. Thay are really pressing the bet.
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I looked at some of their other holdings and their due diligence is good enough for me. I added KR to my other grocery holdings, ABS and SWY. TOY looks quite possible also. I think that GSB is in the same ballpark as WM as far as undervalued.
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For those who posted -- I thought about SLR also, but decided no.
For anyone who cares, my recent buys were KR, CGC, TJX. Only KR and TJX to be considered as value plays.
I am wondering if anyone also saw merit in my other buys this year. MDU 12/31 (I just sold some), CRRC 1/15, GYLT 1/18, APCC 2/6, AMN 2/15, LNT 3/9, SGR 3/14, CGC 3/19. I think I am doing a soliloquy here.
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Thinking of unloading some of my housing. Had a nice near doubles with RYL, eh Paul?. I only still own SPF, KBH, RYL. What are you doing Paul? Insiders are selling --- what are we waiting for?
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