I'll take my lumps and go for the short-term capital loss on YBTVA. I've averaged down on this stock, and it's one that's not worked out in the eight months I've held it. (Selling about 1/4 of my position: Out $2.59-$2.61. In $6.90-$7.43.)
Also trimming few shares BMHC just a little. Stock's volatility bothers me. Out $80.21. In $10.80. (Too bad, for tax purposes, the stock's in an IRA.)
Trimming SZE. Out $31.13. In $26.81.
Trimming AFG: Out $37.98. In $30.48.
Taking on an exploratory position - just a few shares - in Tredegar (TG). I find psr and p/bk attractive. Profit margins, ROE == lousy. A nitty-gritty manufacturer duking it out with many competitors, it seems to me. I'm buying as a revision-to-mean play.
Taking on an exploratory position - just a few shares - in VOXX. An always struggling, rarely very successful retail electronics manufacturer. Price 2x cash, and co. with relatively little ltd. I'm betting again on revision-to-mean.
Adding to a small position in Tootsie Roll (TR). Not a value stock though, imo. High p/e, not great ROE, profit margins seem to be coming down each year for past several. OTOH, the profit margins are still high, company has well-known brands, cash on hand covers long term debt. Historically this company has been a very good example for ltb&h players. Going forward, I hope the same proves true.
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