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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (61348)10/30/2018 7:23:30 PM
From: Paul Senior  Read Replies (3) of 78704
 
Adds to positions:

Food retailer Smart & Final, SFS
finance.yahoo.com

Norwegian Cruise Lines, NCLH. Possible reversion-to-mean opportunity
finance.yahoo.com

Aircraft lessor Aercap, AER. Q report looked ok to me. Interest rate rises will be a possible drag going forward. Otoh, metrics look ok to me from historical perspective. jmo.

Stick builder, WLH. Its q report looked ok to me. Prospects (backlog) seem ok.
finance.yahoo.com

Digital Realty, DLR. Its q report looked ok to me. Still growing business, it seems.
finance.yahoo.com

Bank PACW. Its q results looked ok to me. Reversion to mean opportunity, perhaps.
finance.yahoo.com

Consumer products company, Vista Outdoor, VSTO. Company is in midst of a "transformation (selling some product lines). I look for stock to improve from current level.
finance.yahoo.com
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