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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (35690)	10/20/2009 10:04:47 AM
From: E_K_S	Read Replies (1) \| Respond to of 78704

-Supervalu trims outlook, dividend; shares fall Tue Oct 20, 2009 9:06am EDT reuters.com * Q2 EPS 35 cents vs Wall Street view 33 cents * Net sales fell 7.5 percent to $9.46 bln * Lowers high end of fiscal 2010 earnings guidance * Cuts dividend payout in half ================================================================= Disappointed that the company slashed its dividend in half but understand the need to deploy the money into expanding their "Save-A-Lot chain". I remain long on the shares in both the IRA and taxable account. I did hedge some shares today in the taxable account by selling some covered calls. Dividend yields 2% down from its previous amount of 5%. EKS

To: E_K_S who wrote (35690)	12/21/2009 10:43:42 AM
From: Paul Senior	Respond to of 78704

EKS, yeah, these grocers. It's a muddle to me what to do with them. None of 'em look like they've got any growth. Reviewing my WMT now, I see that I have my first buys at $44-45 in '05. Stock's now at $54 roughly. I appreciate that the stock has held up and that I'm in positive territory and don't have a cash loss. And I have collected the growing-but-small 2.1% dividend. Just seems like 10 points on a $45 stock in four years - maybe I should be more aggressive and try someplace else if I am looking for cap gains or div yield or total return. Considering that, I'll just close out these early buys of mine now. TSCDY seems like it might be better, but who knows? Again, in past five years, it's another grocer whose stock hasn't done well. finance.yahoo.com