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Strategies & Market Trends : Value Investing

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debrahaugen

To: Lazarus who wrote (60144)	11/29/2017 12:41:08 PM
From: E_K_S	1 Recommendation Read Replies (2) of 78464

Macy's, Inc. (M) - GN fair value at $25.53/share My plan was to sell the high cost shares (first of three Buys) after the xdiv date of 12/17 AND at/above GN fair value. Then evaluate in late Jan after seasonal sales are in. Play was a 3 month swing trade but remaining shares may/could be a 18 month value hold. FWIW, did the following small sells today (as prices exceeded GN valuation prices) American Railcar Industries, Inc. (ARII) - peeled off 30% as new GN value, stock at fair value B&G Foods, Inc. (BGS) - peeled off 30% never a GN stock but sold high priced shares so now avg cost lower. A good div payer so will hold. Vodafone Group Plc (VOD) - peeled off 30% on recent break out. Now fully valued according to GN but also a good div payer and provides exposure to EU. Just sold some high cost shares to lower my avg cost and book a long term gain. Dean Foods Company (DF) still 28% undervalued according to latest GN figure, so may deploy some money there. Also have Omega Healthcare Investors, Inc. (OHI) & Newell Brands Inc. (NWL) on my value watvh list. Good investing EKS

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