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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (72579)	4/25/2023 12:26:28 PM
From: E_K_S	Read Replies (1) of 78717

Re: KSS starting a small position in this retailer. For me it is their company owned real estate. Will add to my position every 4% lower w/ 4-5 Buys next 6 months as I build my position. CEO recently bought a bunch of shares last quarter. They pay a 8/6% div while you wait. I truly expect some type of real estate sale and/or lease back deal, maybe more store w/i store concepts or even an outside the box converting one or more properties to multi-use. They have to find a long term strategy that allows (1) for single digit or more growth, (2) exploit the value in their company owned real estate and (3) try new concepts/strategy as all the old ones (over last 7 years) just have not worked. FWIW, BARD is no help. He still says they value proposition is in their retail footprint and make no mention of all their company owned real estate unless asked.

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