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Strategies & Market Trends : Value Investing

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From: Paul Senior2/13/2019 2:17:30 PM
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Recent buys:

Nordstrom, JWN. Low relative (to itself) p/e.
Penske Automotive, PAG. Low p/e.
McDermott, MDR. Reversion to mean.
Knot Offshore, KNOP. Distribution yield.
UNFI.
CSS Industries, CSS. Reversion to mean.
Jefferies Financial, JEF. Trades below tangible book value; small div while waiting.

GNK, DHT. Very small bet on oil tanker recovery for this beat up sector

Some sales fwiw:
SWKS. Skyworks. Closed.
CPSS. I gave it time, but now have given up - closed at loss. Still may be a value stock. finance.yahoo.com
BEN. Franklin Resources. Still may be a value stock --- lots of cash ($B) exceeding debt. I gave it time, but now will step aside - closed at small loss.
JLL Closed.
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