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


To: Elroy who wrote (76559)11/18/2024 11:45:17 AM
From: E_K_S  Read Replies (1) | Respond to of 78666
 
Re: Williams Companies (WMB) 57.93 +1.38 (+2.44%)

peeled off 2% of WMB oversized position as it trades at/near it's all time high. Stock only yielding 3.3%. Bought these in early 2020 w/ an average price of $12.94/share. +345% in 4 years

Re: Kinder Morgan (KMI) 27.80 +0.53 (+1.93%)

Also peeled off 2% on KMI; bought these in early 2020 too at an average price of $11/share. Only +153% but it is still 50% from it's all time high.

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Also peeled off 6% of UNFI as it approaches it's SMA(200) weekly at $29.72/share. This run could see $50/share especially if they see lower fuel costs.

United Natural Foods, Inc. is the leading distributor of lakhs of natural, organic and specialty food and non-food products in the U.S. and Canada. Its products comprise national, regional and private label brands in six product categories like grocery & general merchandise, produce, perishables & frozen foods, nutritional supplements & sports nutrition, bulk & foodservice products as well as personal care items. It has 2 operating units: the wholesale and the manufacturing & branded products. Based on customer groups, the company reports results under the following channels. Supernatural chains consist of chain accounts that are national in scope and include natural products. It solely comprises Whole Foods Market, Inc., Chains channel, Independent Retailers channel, Retail channel including the Cub Foods business and major part of the remaining Shoppers locations, Other e-commerce and international customers channel outside of Canada. It acquired SUPERVALU.
Watching FCF to see if it turns positive then would expect the stock to break above it's SMA(200) at $29.70. Avg cost on UNFI at $7.95/share w/ the majority of shares bought 2/2020; Also Buys in 7/2024 at $13.75
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Two small adds of Saul Centers (BFS) a Triple Net shopping Center REIT; pay a 6% div too; Price/FFO =13.98x; FFO payout % 82%; need to see FFO growth back currently flat



To: Elroy who wrote (76559)10/24/2025 1:40:26 PM
From: Paul Senior2 Recommendations

Recommended By
Grommit
JohnyP

  Read Replies (1) | Respond to of 78666
 
GNTX. Maker of auto mirrors and related electronics embedded with those mirrors. Market now does not like the q3 report.
Company has cash, no ltd, profitable every year past 15, and ok roe. I up my tracking position a little here.

finance.yahoo.com