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Strategies & Market Trends : Value Investing

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To: staring who wrote (57959)9/12/2016 3:38:21 PM
From: Paul Senior  Read Replies (1) of 78954
 
Staring, I have several stocks on your list.

Don't have Delta. I have regrets with positions in AAL, UAL though. And I too would like to get out in decent terms.

Similarly with BKE and BBBY. Maybe BKE can find the right apparel/accessories to recapture some of the teenage market. I have my doubts, but I continue to hold shares. Maybe BBBY can survive Amazon. I'd like to see the stock recover at least to my buy price, but I don't see it happening.

I hold VLO and PSX.

YARO. I hold. Looking for a reversion-to-mean.

BRK.B I am still with it.

WRLD. Another long-held loser for me. Government crackdown on its lending practices. Otoh, low p/e. Maybe a value trap.

SWKS. Holding on to my losing position. Your timing on stocks or valuation thereof seems far better than mine -- at least with several stocks here in your list.

INTC. AAPL. I continue to hold.

WLK. I continue to hold a recent starting few shares.

GMLP. I'll discuss in separate post.

BABA. I like it and own some shares. (I shop at BABA site.) Not a value stock for me.
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