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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (74280)11/17/2023 10:01:50 AM
From: E_K_S  Read Replies (1) of 78476
 
RE: UGI +3.87% on earnings

Company sold some Foreign Assets (located in France) and booked a one time loss. Still under review by Goldman Sachs for other asset sales. Significantly undervalued using the Graham No. valuation model.

Fair value north of $45!.

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small sale in UHS moved proceeds into AMAT at $142.05

3 Buys yesterday in UGI, small add to ZBH & KR

peeled off a few VALE
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