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

To: Paul Senior who wrote (70221)	4/30/2022 9:08:33 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78954

I have been adding CMCSA in decent size. Looks like the whole telecom sector including wireless is selling off. I am betting that CMCSA will continue to churn out good results. I also own a bit LBRDA (CHTR) but its got more debt.

To: Paul Senior who wrote (70221)	5/5/2022 3:55:26 PM
From: E_K_S	Read Replies (1) \| Respond to of 78954

Re: JOE - looks like there are Buyers for FL properties Goldman Sachs-Backed Rental Fund Buys Entire Community Of 87 Single-Family Homes In Central Florida The rental community, known as Cypress Bay, was developed by D R Horton Inc (NYSE: DHI) and completed in February of this year. The community of homes was purchased by a joint venture between the Fundrise Interval Fund and the Growth eREIT VII for approximately $45.7 million.

To: Paul Senior who wrote (70221)	6/7/2022 8:04:04 AM
From: E_K_S	Read Replies (2) \| Respond to of 78954

Excellent report and guides higher; Fiscal Year 2022 EPS Range $4.65-$4.90 still selling at 10 PE UNFI $48.13/share +7% Stock may/could be fairly valued > $60/share reflecting 12x earnings United Natural Foods, Inc. Reports Third Quarter Fiscal 2022 Results Third Quarter Fiscal 2022 Highlights (comparisons to third quarter fiscal 2021) Net sales of $7.2 billion, an increase of 9.2% Net income of $67 million, an increase of 39.6% Earnings per diluted share (EPS) of $1.10, an increase of 37.5% Revises definitions of Adjusted EBITDA and Adjusted EPS to exclude the non-cash LIFO charge or benefit Adjusted EBITDA of $196 million, an increase of 5.9% Adjusted EPS of $1.10, an increase of 10.0% Updates full-year outlook for Net sales, Net income, EPS, Adjusted EBITDA and Adjusted EPS Refinances and upsizes revolving credit facility by $500 million with June 2027 maturity date