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Strategies & Market Trends : Value Investing

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From: Paul Senior	8/20/2021 6:51:31 PM
	of 78702

Adds to positions. Just very small amounts: Auto basket: CRMT (buy-here, pay-here). Good quarter, but management suggested shortage of used cars & so higher prices and higher loans really was a negative for them. Stock price drop over the past few days has been too much, imho. finance.yahoo.com ACVA. Started a tracking position. (No claim by me that it is a value stock). Company business: software for auto auctions/"digital marketplace" stuff. Stock down, possibly because of lawsuit alleging rigged auctions. finance.yahoo.com GPI (auto retailer): finance.yahoo.com FUJHY. (Subaru) finance.yahoo.com Container stocks: TRTN. finance.yahoo.com Cigar butt (?): Started a tracking position: NNBR finance.yahoo.com Dividend basket: OMF. finance.yahoo.com Semi/tech AOSL (mentioned by Coolwire earlier). Started a tracking position. finance.yahoo.com Aircraft lessors (engines) WLFC. finance.yahoo.com Other: MSFT. finance.yahoo.com

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