Wallace, re: SRV. I think an investment in this "industry" at current time and price will work out okay. Which would be for a 3 year (min.) investment within a diversified value investing portfolio. I've picked STEI and have a position.
We have some excellent opportunities now to buy stocks in some very out-of-favor industries. In addition to the funeral/cemetery business, I am talking about mobile home manufacturers, stick home builders, fertilizer companies, some food companies, some banks, most insurance companies. It is a reasonable bet, imo, that within a few years, stocks selected from these businesses now, bought-and-held, could prove to be profitable investments.
Perhaps this might be your thinking now as well.
Paul Senior |
