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

To: Spekulatius who wrote (46397)2/1/2012 12:16:00 PM
From: gizwick  Respond to of 78751
 
Yes, I'm out as well. Hes is coming back after the downgrade though. Also have a sizeable position in JBSS as margins are expanding and earnings are after close today. If they beat last years $.48 we are off to the races I think. I know it is a low margin business but if this market is earnings driven it should get a bump up.



To: Spekulatius who wrote (46397)2/1/2012 2:11:49 PM
From: NikhilJog  Respond to of 78751
 
that fund is Jana Partners.... ok guys, am back to work! Lunch break is over!! :)



To: Spekulatius who wrote (46397)5/14/2019 1:53:40 PM
From: Spekulatius  Read Replies (2) | Respond to of 78751
 
MPC - bought this again after a long time. Stock has gotten cheap after the Andeavor merger. They generate huge cash flows in excess of earnings from their MLP stakes that can be used for dividends and buybacks. It’s a cash gusher. I also bought some MSM , because I like the company and how it’s managed. It’s reasonable, but not super cheap.


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