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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (71216)9/26/2022 5:17:47 PM
From: Paul Senior   of 78744
 
DOC, etc. I'll look to add to DOC tomorrow. I've been buying all over market, and missed it today.
Buying... but small, small, small as the market continues to fall.

For dividend payers, small adds to FSK, HTGC, HPP, KNOP, WPC

Energy: tracking position now in EE. (not a value stock. Bet on its ability to profit from LNG demand.)
finance.yahoo.com

Shoes: small add to my few SCVL and SKX. Also JWN

Food: small add to my few DOLE

Media/entertainment: small add to my few CMCSA

Banking: small add to my few C. I don't like Citigroup particularly, but at .53 x tangible bv and 4.6% div yield, I'll add a little.

===
Sales fwiw: Out now of almost all of my housing stocks. Small add to BLDR though.

AAPL. Trimming.
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