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

To: E_K_S who wrote (70216)	4/30/2022 1:49:41 AM
From: Paul Senior	Read Replies (3) \| Respond to of 78958

Buys for me today on this aproximate 1000 point drop: Small adds to: UNFI CLF for its steel manufacturing and the feedstock for that finance.yahoo.com KLIC. low p/e, high roe, lots of cash. Semiconductor equipment and supplies. Profitable every year past 15. JOE. I'm intending to hold this one several years as they monetize their Florida land holdings. The recent q and the prior show that management is pretty aggressive in doing this -- homes, apartments, business/retail centers. Adds to several fertilizer stocks and coal stocks

To: E_K_S who wrote (70216)	5/10/2022 8:05:17 AM
From: E_K_S	1 Recommendation Recommended By Ditchdigger Read Replies (1) \| Respond to of 78958

Buying Value continues to work - Builders Firstsource (BLDR) - Blow Out Earnings Builders FirstSource Reports Record First Quarter 2022 Results Record First Quarter Net Sales, Gross Margin, Net Income and Adjusted EBITDANet sales of $5.7 billion increased 36.1%Core Organic Sales Growth of 15.0%Net income increased 270.6% to $639.6 millionAdjusted EBITDA increased 119.8% to $1.0 billionAcquired Two Value-Added Companies in April$2 Billion Share Repurchase Authorization Net sales of $5.7 billion for the quarter increased 36.1% driven by double-digit core organic growth, commodity inflation and acquisitions. Net income grew 270.6% to $639.6 million, or $3.56 per diluted share, and adjusted net income increased 136.5% to $700.8 million, or $3.90 per diluted share. Adjusted EBITDA increased 119.8% to a first quarter record of $1.0 billion driven by commodity inflation, double-digit core organic growth, acquisitions and strong demand in the residential housing market.