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Strategies & Market Trends : Value Investing

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Lazarus
To: Lazarus who wrote (62384)10/2/2019 4:13:10 PM
From: E_K_S1 Recommendation   of 78777
 
Added to my losing position in M but still positive on the value at these prices. Got some at $14.67/share (50%) and will add another 50% at/below $14/share. Looking to hold this through Q1 2020 as this is the holiday period where they do most of their sales.

Remember value is in their real estate. Div yield 9.6% which may or may not get cut. Still only at a 60% portfolio position.

Sitting on 19% cash

EKS
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