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

To: Paul Senior who wrote (78075)	9/10/2025 10:31:25 PM
From: S. maltophilia	Respond to of 78485

NOMD. The 20-F looks awfully complicated to me for selling frozen veggies. Check out Item 15. Doesn't sound too significant in dollar (or euro) terms, but always raises a red flag. And the balance sheet. Best of luck with it but I'm passing.

To: Paul Senior who wrote (78075)	9/11/2025 2:09:46 PM
From: Madharry	Read Replies (1) \| Respond to of 78485

NOMD looks interesting enough for me to have a look. I just wonder why its making new lows. someone pointed out that bankruptcy is higher than its ever been and perhaps investors just dont want to deal with the debt levels. I guess we have to figure out how reliable the dividend is going to be. the ceo Franklin was very successful in a past life as ceo, can he repeat? portfolio made another new high , wbd and paramount making a surprisingly large contribution.