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Strategies & Market Trends : Value Investing
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To: Anne Kourtidis who wrote (62549)9/24/2019 5:33:01 PM
From: Paul Senior  Read Replies (1) of 78748
 
PK, when you looked at it last June and valued it at $30 and change, that was when the stock price for most of June 2018 was at that $30+. Now the stock's at $25 and change. Maybe things have gotten worse for a lowered expectation: PK has made a substantial acquisition -- that might be a bad thing... or a neutral or good thing -- I don't know. PK would say it's a good thing.

For me, given that PK has those trophy resorts/hotels, I can see PK rising again back to your $30 level within a couple/three years. Assuming people will still be traveling and businesses will want their conferences.

For me, a 20% gain in this stock ($25 to $30) and 21% dividend yield (3 yrs of 7%), that's acceptable to me for a three year holding. Of course, other people may have a higher bar or see more risk to the stock than I do. I'll manage its risk as a small position in a well-diversified portfolio.

Jmo, and I've been wrong many, many times.
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