Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E_K_S who wrote (60353)	2/7/2018 7:25:47 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78470

My buys were adds to UPS, ENB, KMI and a small first purchase of KIM in one account. I think I am going to sell NWL as well, just not comfortable in the disposition plan. I am not sure - now adding higher interest rates in addition to the issues in retail RE. I do think that KIM management is doing a good job and the stock trades below NAV.

To: E_K_S who wrote (60353)	3/21/2018 1:52:04 PM
From: E_K_S	Read Replies (2) \| Respond to of 78470

Dean Foods Company (DF) - another add of 25% to DF. Company is earning money, selling at 10.79 PE, now pays a 4% dividend. Problem is little to no growth in earnings due to no pricing power in milk prices (until dairy herds are reduced). CEO said their transportation costs increasing (now GIS sees same thing). With little short term pricing power and increasing costs, stock selling at 10 year low. Stock getting close to BV of $7.20/share. Still at only a 70% position in DF but I would be rather adding at higher prices. EKS