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

To: Paul Senior who wrote (71473)	10/30/2022 4:38:19 PM
From: Madharry	Read Replies (2) \| Respond to of 78702

To all: here is a not so hypothetical question- company is profitable though shares are down sharply this year. should have tail winds not headwinds for the next couple of years , pays a 5% dividend, company cfo at last presentation implied that the company assets was worth 4 times what mr. market was valuing it at. no debt maturing til 2026. what percentage of your portfolio would you allocate to this?

To: Paul Senior who wrote (71473)	10/31/2022 7:22:52 PM
From: Madharry	Read Replies (1) \| Respond to of 78702

Perhaps ACI will work out for you. as a consumer. I dont go to Albertson's and I buy a lot less stuff at Safeway than I used to. Safeway pricing is only competitive when stuff is on sale, and even then sometimes their stuff on sale is more expensive than the regular price at other stores. Post covid they raised the price of their donuts and fritters from .59 to .89. as its self serve and baked in house, I find it difficult to understand the large price increase., but they still seem to sell out.