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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (63485)	3/17/2020 7:58:51 PM
From: Paul Senior	Read Replies (1) of 78530

Ha. Yes, And about buying everything, I'll put out a couple of more ideas: Restaurants in many places are being told to close; for many it's ok to have take-out to keep food suppled to people and to at least have some of their kitchen staff/food purveyors/etc. employed. And food delivery too is permitted. My local fav is offering non-contact delivery with DoorDash. Those food products have to be wrapped. Is that an opportunity for those plastic/recycle paper business suppliers? Who are they? (Forgot who McDs suppliers are) One I check occasionally is SEE. I started a position SEE today which is at a multiyear low. Doesn't seem to be a great panic bargain. It's p/e is 11.8x. This is one of those businesses/stocks that usually sell at a much higher p/e. Possibly because it supplies wrapping machines and wrapping materials to a variety of business-- i.e. there's a recurring revenue stream. It's a business model that had appealed to Mr. Buffett: He bought shares in '06, subsequently sold them, later bought 12% notes from the company in '08 and sold them, I believe. The company made an acquisition sometime around '11 or '12, and it didn't work out. The company seems to be back on track now. I expect the company to get through the coronavirus market dive, and the stock to be a reversion-to-mean play (revert to higher multiple as in past). I'm in for a few shares today; more if/as stock drops. finance.yahoo.com ============= HII. Huntington Ingalls Industries. Shipyard that has many Navy contracts. Repair/service nuclear aircraft carriers for example. Not another US shipyard that can do what they do. huntingtoningalls.com Stock's not a great bargain, but price has come down to where I started a tracking position. finance.yahoo.com

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