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Strategies & Market Trends : Value Investing

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From: Paul Senior11/2/2016 3:53:57 PM
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Adding to positions as stocks fall.

JLL. Big earnings miss. As real estate muddles along, JLL should get its share of commission business. I look for reversion-to-mean for the stock which now sells for relatively low p/sales, p/stated bv.

ca.finance.yahoo.com

MMP. Quarter seemed ok. Distribution @~5% may be safe.
ca.finance.yahoo.com

EPD. Raised distribution again. Supposedly this is one of the safest of the mlps. (Who knows?)

CACC. Didn't look like a bad quarter to me. This can be a volatile stock, and today's drop may be overdone.
ca.finance.yahoo.com

TROW. No hope for this stock if everybody goes to passive investing. Otherwise, TROW, with cash and no ltd, might be able to weather this period. I also like (and have) BEN and may add to it as well.

Other: AMZN (tiny add on today's drop). VOYA gave up/sold at loss.
ca.finance.yahoo.com
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