Help Evaluating Publix Stock

I dont know anything about publix specifically, but have a couple things to add:

  1. you said in your post that you want to become diversified. If that is really what you want then skip all of the work surrounding stock picking and go buy and index of some sort. if that is not the case, then...

  2. I see your an employee of the firm based on your post. Do you have any education or training in investment management or firm valuation? If not your best bet is to sell the stock and buy an index, but if you are still determined to go ahead and keep the stock read up on some of the free analyst reports that are published to give you some reference from professionals.

  3. As an individual investor you need to be aware of your own cognitive and emotional biases in this situation. here are a couple of key points for you to consider:

a) It looks like you want to keep the stock because you feel familiar with the firm. be aware that you are realistically not that familiar with the ongoing core business operations of this multi-billion dollar firm and that this will cause you to be overconfident in the company's performance

b) Be aware that when management produces reports they frame their wording so as to put positive news first and downplay bad news. This is a classic presentation tactic that you need to keep in mind when reading reports and annoucements.

c) you may feel loyal to the company which could cause you to over concentrate in the firm stock you have.

At the end of the day, this issue is faced by millions of people. Typically people are over concentrated in their employer stock, and it has lead to disaster on several occasions. Look up Enron for a great example, but there are many others.

/r/financialindependence Thread