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Strategies & Market Trends : Value Investing

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To: Lazarus who wrote (60614)	3/28/2018 9:21:10 AM
From: E_K_S	Read Replies (1) of 78728

Re: USNU I do believe there will be a substantial gain just due to the new tax legislation past. This alone s/d impact 2018 earnings and provide a significant one time gain too. I also keep my full single stock positions to no more than a 1.5% portfolio size. USNU is < 0.5% What is a bit frustrating is my recent Buy in D @ $76.50/share and then the company does a secondary shelf offering of 20mln shares 10% lower than what I paid. That was announced today at a price of $67.85/share. I may add some of those shares as I would still like to build that position. Good Investing

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