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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (61802)3/13/2019 8:52:28 AM
From: E_K_S  Read Replies (1) of 78732
 
Re: SENEA

I was going through their Balance sheet last night and noticed that their long term debt has been increasing. They did more plant closings since the last 10K so will be looking at their debt profile again to see if it has decreased from their 2017 report. I am tempted to just look for a few points and exit the position rather than accumulate shares and hold for the long term.

Also looking at KHC but need that to come down more. I like the sector and many of these food stocks have been sold off but you really need to be selective. MKC is one I like but way too expensive at 28x PE.

So I somewhat agree w/ you on these thinly traded stocks w/ a past history of fluctuating EPS. Management always has a reason why they missed their EPS target. You really do not hear that from the likes of MKC or SJM.

EKS
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