LUB: Luby's Inc
LUB provide quick service and casual dining. I read although cant verify that Luby’s has more repeat customers than other casual dining chains, so Lubys has customer loyalty that goes for many repeat visits. The company owns 94 restaurants on owned land, as well as an additional 24 restaurants on long-term ground leases.
The stock is near its 52 week low and down %31. over the past 3 years.
I’ve been adding a small amount of shares over the past few weeks with a longer term view to a highly diversified portfolio.
Additional investing data
ARDNA: Arden Group
ARDNA owns 2 free standing supermarket properties and a shopping center located in Calabasas, southern California. The price recorded on the books drastically understates the fair value. But the story for this closely held grocery store operation is the tremendous ROIC over many years.
I’ve been adding shares recently with a longer term view to a highly diversified portfolio.
Additional investing data
RLH: Red Lion Hotels Corporation
RLH is trading at half its book value but the market has moved the stock higher. The one year return is about 165% but the 3 year return is negative -21%.
Additional investing data
Non of these ideas are recomendations
