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

To: Paul Senior who wrote (75851)	7/14/2024 2:03:36 PM
From: E_K_S	Read Replies (1) \| Respond to of 78516

Should have been Cardinal Health (CAH) . Been a good one to hold and started to add more shares when it broke $100 and then $95. Price/Cash Flow 10.8x; PE 13x . A good value hold in the health care sector. ------------------------------------------------- I did not realize how large my positions are in the small cap sector. Even as a % of the total portfolio still pretty large. I guess is I find more 'Value' candidate in this sector. For 2025 I will sell off anything below a 0.10% portfolio position and work on building larger positions. I have a tendency to create a lot of tracking positions which in hindsight should have really been bought in size. I do like to scale into a position but can probably do that w/ three buys spread out over 30-60 days.

To: Paul Senior who wrote (75851)	7/15/2024 1:45:03 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78516

SOLV. I will start a tracking position now finance.yahoo.com. Also adding to tracking positions GIS (General Mills finance.yahoo.com ) and ALKS finance.yahoo.com.

To: Paul Senior who wrote (75851)	10/23/2024 9:04:05 AM
From: E_K_S	1 Recommendation Recommended By berniel Respond to of 78516

Re: Armanino Foods (AMNF) - out w/ another excellent report AMNF out with another blow out quarter Record highest quarterly and Q3 YTD Sales & profit in Company's history Armanino Foods of Distinction, Inc. Reports Highest Quarterly and Q3 YTD Sales and Profits in Company’s History Armanino Foods of Distinction, Inc. (OTCQX: AMNF) reported its highest quarterly and Q3 YTD sales and profits ever for the third quarter ending September 30, 2024. This marks the 2nd quarter in a row of record breaking quarterly results. Armanino continued its profitability streak for the 84th quarter in a row. Net sales for the third quarter of 2024 were $17,667,112 compared to $16,080,357 for the same period last year, an increase of 10%. Income before taxes for Q3 2024 was $5,514,502 compared to $3,050,210 for the same quarter in 2023, an increase of 81%. Net income for this period was $4,102,730 (or $.1280 per share), compared to $2,263,971 (or $.0706 per share) for the same quarter a year ago, an increase of 81%. Net sales for the first nine months of 2024 were $50,868,879 compared to $47,468,553 for the same period last year, an increase of 7%. Income before taxes in this period for 2024 was $13,744,171, compared to the 2023 amount of $8,318,451, an increase of 65%. Net income for the first nine months of 2024 was $10,225,474 (or $0.3189 per share), compared to $6,188,927 (or $0.1930 per share) posted for the same period in 2023, an increase of 65%. The hidden story is the company made a huge investment in early 2023 in new equipment w/ new technology allowing them to manufacture more product at lesser costs. Their Cost Of Goods as a percentage of Revenues keep falling YoY. That's the combination you want especially w/ FCF growth. The next big milestone is if/when they open up an East Coast manufacturing facility using everything they learned w/ their new equipment production line. Maybe this happens in 2-3 years. Would love to see them get their products in Costco. Even sell a sample gift basket that includes all of their quality products.