Partially OT: Thanks - appreciate your opinion on this. I believe you may be right. Perhaps best if I do not adjust my views to stretch to look for new buys. Have been considering instead, just adding to positions in which I already hold shares, where I believe I see value, but where my position size is comfortably small. Maybe move more out of my comfort zone in this way. In past, I've found being comfortable has led to less than desirable performance. Otoh, I'm old - older and slower anyway , and don't want to again experience a 2008. So being comfortable now seems to have become more important.
I'm continuing to add now or have added last couple days to:
NICK (low p/e, okay roe, general growth in stated bv)
GTE (Although you reported selling, I'll go with brokerage top buy recommendations and guys on other SI boards who like it and follow it closely (more closely than I have been.)
WHF (bdc, newly public, with annualized distribution $1.42 on the ~$14.95 stock)
HXM (apparently cheap Mexican home builder)
MIND (I like equipment lessors that can grow stated bv. Cash exceeds ltd. Company had a bad last quarter.)
ART (may be cheap based on aum)
DRI (A stretch buy. Intending to add if/as as the stock falls. A 4%+ yield while holding for this Olive Garden chain)
Still only adding small amounts though. |
