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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (77153)2/12/2025 4:36:29 PM
From: Paul Senior  Read Replies (1) of 78802
 
I add small amounts here to:

Target (TGT)
Park Hotels (PK)
Owens and Minor (OMI)
Charles River Labs (CRL)
Zimmer Biomet (ZBH)

Rental equipment firms look to me to be about fairly valued. I've held my stub shares in URI since 2020, and they've done ok. Down a bit now on Ashtead though (#2 in the business), since my 4/2024 initial tracking purchase. I'll add more shares here to ASHTY with a view to keeping the position as a ltb&h.
finance.yahoo.com
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