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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (60353)2/7/2018 7:25:47 AM
From: Spekulatius  Read Replies (1) of 78475
 
My buys were adds to UPS, ENB, KMI and a small first purchase of KIM in one account.

I think I am going to sell NWL as well, just not comfortable in the disposition plan. I am not sure - now adding higher interest rates in addition to the issues in retail RE. I do think that KIM management is doing a good job and the stock trades below NAV.
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