Analyst Sozzi says: "weak sales of food and household items continues to "plague" Kmart. In fact, Kmart has experienced declines in its grocery and household products for more than a year.
Kmart's woes extends beyond its food and household sales. Sozzi notes that despite 133 fewer Kmart stores in operation during the quarter, the brand still produced an operating loss of $149 million, or $97 million when adjusted for one-time expenses."
Unless something goes fundamentally wrong with DNP, if it drops and doesn't snap back, you've got bigger problems with all your holdings. With that caveat, I think price drops below asset value are a terrific buying opportunity. Good luck.