Picked up more PIKN at R7.99 because the grocer's valuation looks stretched relative to its 2-3% dividend y…by @nico_the_analyst on $PIKN

Picked up more PIKN at R7.99 because the grocer's valuation looks stretched relative to its 2-3% dividend yield, but I reckon the operational turnaround narrative has legs if management can shift that cost base.