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I seem to be the only contributor with an interest in Swedish grocer Axfood (AXFOF). The company remains my largest grocery holding by far. The company has neither postponed nor cut - instead increased - the dividend, and stuck to its plan. In February, I made a case for why you should consider investing in Scandinavian groceries when the market turns.
Unfortunately, such a turn has not really taken place. During March and the depths of the crisis, the company was at most slightly above acceptable valuation. Perhaps this should have been seen