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Strategies & Market Trends : Value Investing

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From: Paul Senior	7/26/2018 12:26:38 PM
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Fwiw, my big % losers in this morning's up market: BIIB: 9%. finance.yahoo.com MHK: 15%. Earnings and revenue miss. finance.yahoo.com ALGT: 17% Earnings and rev beat, but guidance lowered (airline fuel cost rise) finance.yahoo.com NLSN: 26%. "bevy of bad news" finance.yahoo.com FB: 19%. NLSN. I had taken a seed position in following Glen Greenberg of Brave Warrior who took a 10% position. I will close position. Dollar loss for me is small; looks like price drop could fairly reflect diminished business prospects --- 26% drop in stock price may not be an overreaction.

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