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


To: KyrosL who wrote (47687)4/30/2012 10:06:56 AM
From: E_K_S  Read Replies (1) | Respond to of 78462
 
Hi KyrosL -

Good positioning on SVU. The company will still be around later and no rush to stay in the stock especially if most of the easy gains have already been made. I still hold shares but was able to sell some shares at the $6.60 level. Will consider replacing those shares in the low $5's as long as their business remains on track.

I look forward to your update on Greece when you return. That and Spain should be a good baramator on the condition of the EU. Spain at over 25% unemployed with the youth taking the brunt does not bode well for their long term economic growth . It will be interesting to see if you hear any chatter about Greece leaving the EU (at least from the residents there) since I believe it will be a gain for the general public and a loss for the banks.

Have a great trip.

EKS



To: KyrosL who wrote (47687)5/2/2012 11:52:50 AM
From: Dennis 3  Read Replies (1) | Respond to of 78462
 
Since it was kicked out the S&P 500 some investors had to sell because of restrictions. I will start to add SVU to my portfolio.



To: KyrosL who wrote (47687)5/15/2012 4:40:44 PM
From: E_K_S  Read Replies (2) | Respond to of 78462
 
SUPERVALU Inc. (SVU) - upped my position by 30%

Upped my SVU position by 30%, betting that their FCF continues strong. There was a lot of chatter on the YAHOO board regarding the size of their unfunded pension liabilities. I plan to be well gone by the time that land mine might explode.

This is one of my "Value Swing Trades" and a dividend capture. Low risk/ High reward. Just looking to rent the stock for awhile.

EKS