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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (60751)	7/2/2018 9:33:16 PM
From: Spekulatius	Read Replies (3) of 78753

Housing stocks - I am betting that housing takes off some more Followed into FBHS - diversified supplier for housing related goods. BLDR - still highly leveraged construction wholesaler, that I think is about to take off with better business results Other: YY - chinese Streaming and e-sports Company. looks cheap based on current results and growth All the above are starter positions.

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