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

To: E_K_S who wrote (70416)	6/2/2022 8:12:55 PM
From: Lee Lichterman III	Read Replies (2) \| Respond to of 78774

I took a quick look at TRN and they hardly have any cash flow and had a couple instances of pretty big negative cash flow. What's the allure of them? I'm not familiar with them but at first glance, it appears there's a good reason they are valued cheap and have an above average dividend yield. I also noticed they have a high short interest. Good if a squeeze happens but obviously others see problems as well.

To: E_K_S who wrote (70416)	6/2/2022 9:58:12 PM
From: Madharry	Respond to of 78774

I took losses in rblx when i realized I had no confidence how they would monetize their expertise. I perhaps am feeling my age and current financial situation but I feel like if i can find companies that are selling for close to book and are making 20% on equity with the potential to keep making returns above 15% for the foreseeable future, those are worthy investments. cause if i can get a consistent 10-12% return on my portfolio thats good enough fro me. Unfi has turned out really well . I still own some unfi at $40+ sold a couplewhich is good enough for me. I am up a lot on all my energy positions like everyone else but dont see a reason to sell because of the huge cash flow thats being generated. i am taking a beating on my chinese investments but the companies performed ok except for the casino one which has just been clobbered by covid.I will wait those out. meanwhile I keep clipping coupons. The biggest disappointment besides the chinese stocks has been my virtual round trip in macerich. i still think its very undervalued but management is just not shareholder friendly. I keep praying for a hostile take over.

To: E_K_S who wrote (70416)	6/3/2022 7:36:45 AM
From: JohnyP	Read Replies (1) \| Respond to of 78774

KHC, I think they should do well in an inflationary environment, people still have to eat and their products are on the cheap side. Looking at their income, last quarter's EPS was $0.63. Annualized that would be around $2.5 so that is a PE of 14 on the current price, not bad. What has me worried is their $31 Billion of goodwill. They could write part of that down at some point and the stock would take a hit. Do you have any further reasoning on why KHC is appealing at the current price?