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Strategies & Market Trends : Value Investing

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JohnyP

petal

To: petal who wrote (68918)	10/20/2021 8:42:18 AM
From: E_K_S	2 Recommendations of 78781

Check out M as this is one that has rebounded making a new multi year recovery high. I liked it mainly for their company owned real estate and that was/is where the 'value' lies. You really have to view this company on a 5 year or even 10 year period. Personally M will never be like it was 10 years ago unless they build/brand their e-commerce division (which they are making progress on. Their store w/i a store concept inking a contract w/ Toys-R-Us (using that brand as the store went BK and brand is owned by Private Equity). I held my nose and picked up a few shares 3/2020 (during the 'crash') at $5.29/share but never enough shares. My only conviction was I was buying some undervalued real estate, not just throwing money down the toilet. ------------------------------------ MAC is sort of the same play but a more diversified play on the retail shopping mall. A destination type of shopping experience. I also own MAC but my lowest price is $9.70/share and have an avg cost of $10.25/share after 3 different Buys. M a 4.5 bagger vs MAC a 0.9 bagger while both pretty good value plays. ------------------------------------- What was the 'event that presented the Value Opportunity? Covid w/ essentially All retail coming to a stop and no one going to Malls as a destination adventure.

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