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UNFI - Realogy: Whether Wall Street Has Worked Out The Coming Real Estate Renaissance
United Natural Foods Inc.
Today, I decided to share one of my Fab 5 ideas that I have kept under wraps since May 23, 2020. The company is Realogy Holdings Corp. (RLGY). I started buying it on May 26th and the more work I did, the higher my conviction level got. My current conviction level is pretty high and I think the move is just getting starting as Wall Street isn't paying attention, at least not yet.
Source: Snapshot of my long position and cost basis in RLGY shares