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

To: Lazarus who wrote (60662)	4/6/2018 2:41:23 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78774

Nice relatively short term trade!

To: Lazarus who wrote (60662)	4/7/2018 11:19:03 AM
From: richardred	Respond to of 78774

If a tariff war does happen with China. Reiteration of the thought-IMO US food companies will benefit. Anyway with Fridays tanking, the food group had a relatively good day on Friday. P.S. Other packaged goods producers have issues with margins too, so it’s a bit of an industrywide problem. Those may take a while to get resolved Random thought -IMO- It it possible that an opportunity might have presented itself through lower food input cost. This in regards to any repercussion that might arise through any retaliatory measures through the new Steel & AL tariffs. IMO Possible Trade retaliation will most likely to be done on our agriculture industries. If this does happen it should keep food costs down moving forward. The price of oil also might be moving down. This could help with the surcharges their paying the truckers. P.S. China levies additional tariff on US DDGS imports Houston (Platts)--28 Sep 2016 601 pm EDT/2201 GMT China's commerce ministry on Wednesday announced an additional anti-subsidy tariff on imports of dried distillers grains from the US on top of the 33.8% anti-dumping tariff imposed last week. platts.com

To: Lazarus who wrote (60662)	4/10/2018 9:16:24 PM
From: E_K_S	Read Replies (3) \| Respond to of 78774

I did another BUY in BGS @ $24.15/share. Sold out my BP that I bought 7/2013 for small gain. Dividend similar but I do think long term growth potential better for BGS. These trades in the ROTH account so preservation of capital important, dividend secondary. Looking at selling some GSK and putting the proceeds into VOD. Both pay similar dividends, each provides for foreign EU exposure but I want to reduce drug/pharma and increase telcom. I still think GSK has good value, low PE but growth better in VOD. I also did another Buy in D (10 pts lower than my first Buy). My trade triggered when yield was 5% @ $65.79/share. USNU late in reporting/filing 10K which is never a good sign. The delayed report was supposed to be filed by April 9. 2018 but that was missed too. EKS