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Re: damAcon1 post# 19554

Saturday, 02/25/2023 9:20:51 PM

Saturday, February 25, 2023 9:20:51 PM

Post# of 21240
Been searching this afternoon for alittle diversification within the sector today. I have stated before this is my only holding in this sector. After 3 hours of looking very hard to justfy another holding I really could not find anything. While MRMD surely looked worthy Im going to pass as the growth potential is not what I believe SHWZ will show. Deciding factor was management and its expertise throughout. Plus the fact that Dye grew Albertsons rapidly with low margin business. Only buying proftiible stores while adding new openings on the cheap in N.M. Agree with another poster that a new state doesnt appear on the near term which I thought would happen. With that said I do understand the synergies created with current strategy. With that said my taxes and quarterlies are paid and it is time to start adding in a much bigger way! IMO, the stock price isnt going to do much in the short term but l-term 1 year from now the wheat from the chaff will be seperated and SHWZ should become the winner we all expected. FWIW, I do not trade but go for 1+ year and get tax advantages. However, things do change!

PS I also believe a loss q4 as Doc mentioned.
Volume:
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Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
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