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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (77947)	8/21/2025 12:25:28 PM
From: Paul Senior	Read Replies (2) of 78998

COLD. I'm still adding. Ron Buckle has a great reputation for his knowledge and investments in the grocery business. " Ron Burkle, through The Yucaipa Companies, has significant investments in cold storage and logistics, particularly within the food trade. He is known for his investments in Americold Realty Trust, the world's largest refrigerated warehousing provider. Burkle's focus on cold storage is part of a broader strategy of investing in companies that support the food industry." We have to have refrigerated warehouses, I presume. COLD though has not been profitable (diluted eps) for the past five years. Perhaps Buffett's quote applies? "When a good manager meets a bad business, the business wins." Stock at multiyear lows. Just hard for me to believe Mr. Buckle and his managers can't do better regarding this business and its low stock price. I'll wait for improvement, and meanwhile sit with a now 6% dividend yield.

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