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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (66860)3/11/2021 3:36:37 PM
From: Paul Senior1 Recommendation

Recommended By
E_K_S

  Read Replies (2) of 78802
 
Thanks for the CTO update, EKS. I hadn't seen it.

I find this part intriguing:

"The property...is anchored by At Home and Seafood City, includes a Jollibee on an outparcel, and is shadow-anchored by Trader Joe’s."

I don't know that area, but apparently there are a lot of Filipino-Americans there: I've shopped and eaten at Seafood City and Jollibee in my area is why I say that.

At Home is Very interesting to me. I'm going to go for a few tracking shares. In Seeking Alpha, the Bonhoeffer Fund has a case study write-up of it. seekingalpha.com

I believe HOME is overpriced currently. It's a small retail chain that has an opportunity to get much bigger. From what I can read, customers like it products and like to shop there. I'll guess a stock buyer here might have to hold the stock several years.
finance.yahoo.com

Anyway, still holding all my CTO shares.
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