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Strategies & Market Trends : Value Investing

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From: E_K_S	1/25/2022 2:20:52 PM
	Read Replies (2) of 78890

As DOW turns Green; I bought these in the AM when DOW was -1% Some of my Value and GARP stock Buys today: T - 7.8% div a core position avg down will eventually sell some high cost shares in Q3 CNDT - continue to build position an Icahn value play; company does 'Cloud' services ORCL - continue to build core position growing their 'Cloud' platform acquired CERN VNT - building position Spin off from FTV; developing mobility technology PEG= 1.4 BLDR - builder truss manufacturer; low PE DAN - An Icahn play in auto/EV drivetrains CNHI - tractor manufacture; CASE alternative to DE & AGCO Peeled off 10% from long term winners: RTX MRK LEN (closed out moved proceeds into BLDR)

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