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

To: Paul Senior who wrote (36659)	8/9/2017 9:36:27 AM
From: E_K_S	Respond to of 78644

Dean Foods Company (DF) Started a small position in DF after it flashed 12% undervalued on the GN valuation model. I picked up a starter position at $11.95/share to add to my Ag basket. Div now over 3% too. I am a bit concerned w/ their debt being 12x annual net income, so will monitor that and how they plan to reduce that. I want to build up my Ag/food basket as I believe this will be a good defensive sector to hold if stocks can be bought at value price levels. Most of the companies I have acquired are also selling at/near multi year lows. EKS