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: petal who wrote (68918)	10/20/2021 5:00:29 AM
From: bruwin	Read Replies (1) \| Respond to of 78782

Well ..... you asked "what (us) guys think", so I told you ...... at the end of the day it's your money .....

To: petal who wrote (68918)	10/20/2021 8:42:18 AM
From: E_K_S	2 Recommendations Recommended By JohnyP petal Respond to of 78782

Check out M as this is one that has rebounded making a new multi year recovery high. I liked it mainly for their company owned real estate and that was/is where the 'value' lies. You really have to view this company on a 5 year or even 10 year period. Personally M will never be like it was 10 years ago unless they build/brand their e-commerce division (which they are making progress on. Their store w/i a store concept inking a contract w/ Toys-R-Us (using that brand as the store went BK and brand is owned by Private Equity). I held my nose and picked up a few shares 3/2020 (during the 'crash') at $5.29/share but never enough shares. My only conviction was I was buying some undervalued real estate, not just throwing money down the toilet. ------------------------------------ MAC is sort of the same play but a more diversified play on the retail shopping mall. A destination type of shopping experience. I also own MAC but my lowest price is $9.70/share and have an avg cost of $10.25/share after 3 different Buys. M a 4.5 bagger vs MAC a 0.9 bagger while both pretty good value plays. ------------------------------------- What was the 'event that presented the Value Opportunity? Covid w/ essentially All retail coming to a stop and no one going to Malls as a destination adventure.