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Strategies & Market Trends : Value Investing

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From: Paul Senior	1/28/2019 1:43:20 PM
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OT. Purchases today with market down about 400 (Dow) Add to GLOP. LNG carrier. Distribution yield (10%+) attracts. No k-1. finance.yahoo.com Started tracking position in CCEP -- Coca-Cola European Partners -- a combo of European bottlers. Forward p/e of 15x with somewhat under 3% yield. Growth? -- I'd guess not much. Otoh, it's Coke and bottled beverages, so I expect the company to endure. finance.yahoo.com Reenter JWN (Nordstrom) for a few shares. Low forward p/e (12-13x). Reversion-to-mean play if analysts are right. 3% dividend yield while waiting. finance.yahoo.com Reenter WAB. Reversion-to-mean play. Westinghouse Air Brake Technologies Corp is a signifcant presence in railroad industry - "equipment, systems, and services". It's going to partner with GE in locomotives. Deal is apparently not liked by WAB shareholders who've sold down the stock. I have got to believe GE is a distressed seller of businesses, e.g. their locomotive division, and that Wabtec will be acquiring/partnering at a very good price for WAB shareholders. Wabtec's been profitable every year past ten, and has frequently traded over 20x earnings. When things settle out (18-36 months?), I look for earnings and stock to be up. finance.yahoo.com

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