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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (77651)	6/9/2025 8:50:27 AM
From: Paul Senior	Read Replies (2) of 78481

COLD. I've looked before, passed, but I'll consider again for reversion-to-mean opp. I like that COLD has a business (cold storage) of good size (compared to smaller competitors) and has developed/expanded ancillary opportunities around that. Stock's down near lows, and has usually traded much higher. Seems like a steady business, so maybe the stock's a good reversion-to-mean candidate. Dividend yield about 5%, hasn't really changed in several years. And shares outstanding generally have risen. For some reason unknown to me, revenue/sh was halved somewhere between 2017-2018, and has not moved up since. The discussion and cautionary here about it's unusual and persistent lack of positive earnings is a dissuading aspect. A positive element for me (and you) might be the ceo and cfo insider buys reported last month.

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