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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (59020)2/6/2017 7:31:41 PM
From: E_K_S1 Recommendation

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I am watching Dillard's, Inc. (DDS) that is selling just above BV. They own a lot of company owned real estate that is carried on the book at cost not market value. Therefore, I believe that value is understated. PE at 10 but revenue growth challenged (probably best to be selling in low end retail) but they seem to be able to maintain margins (but still low at/near 3%).

I would like to start a position below $50.00/share. Grahm model valuation has them selling 42% their fair value (mainly because of their BV) so that valuation number may/could be low.

I think downside small at/below $50.00/share.

There are values out there and many show up if you screen the new 52wl lows. Still nothing I see are screaming buys but enough for me to make small bets.

EKS
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