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Strategies & Market Trends : Value Investing

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From: Paul Senior12/21/2018 7:58:46 PM
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Possibly a good thing that no one follows me into my buys. I have a huge number of stocks hitting 12-mo lows day-after-day.

I added a bit today to chemical producers OLN and EMN.

I make the speculative bet that DNR won't go bk and will trade higher if oil prices somewhat improve (move higher). I added a little to my few shares.
finance.yahoo.com

Hornbeck Offshore might stave off bankruptcy too (maybe). Hornbeck family and insiders were buyers last year through June of this year in $3-$4 area. Stock hasn't been profitable for several years; revenue seems to have dried up. Stock now at $1.28. I add just a very few shares. So many good (i.e. profitable) companies trade at multi-year lows now -- companies that seem like they will continue to provide goods/services that people want/require, that I can't see betting much, if anything, on the likes of HOS.

I also added a very small amount to AVT and Fiat (FCU).

I'll bet that many of the tech stocks I hold will generally recover at least somewhat in stock price as their sales and earnings grow. (I'm betting the sales and earnings will grow and people will again focus on the companies.). That's a recovery IF I can hold on... and maybe live long enough. - Anyway, I'm buying (increasing my losing position) in DWLD.
Davis Select Worldwide ETF. It's a managed ETF, and I like that Chris Davis Team is manager. Not that they've kept the fund from hitting 12-mo lows.
finance.yahoo.com
davisetfs.com (I also hold several of the stocks individually.)
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