SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Mattyice
MCsweet
To: MCsweet who wrote (62172)6/24/2019 6:41:05 PM
From: E_K_S2 Recommendations   of 78746
 
I have range traded SENEA a few times but it's difficult even on this last run down to $22.5/share. I got out with a small gain and put that money into BGS another value play. BGS proceeded to hit new 52wk low but at least it pays a dividend while I wait. The whole food sector is selling at value prices but market does not care. Could be we are in a food deflation period.

I think I would have just been better off holding my MSFT and adding to that position. I did move about 30% of the portfolio into the S&P 500 about 5 years ago. My value Buys were under performing but as the market hits all time highs, I am working new Buys back into what I think are value stocks (added some UNFI and BGS last week). Probably need to focus on other sectors now.

My Vanguard S&P 500 Fund continues to perform well and about 2 years ago, started a small position in the Vanguard Dividend Appreciation Fund. Recently I have been buying Gold stocks (GOLD) and added to FCX (for their gold & copper) thinking those commodities are undervalued.

However, last Friday, I took 2% of my cash reserves and started a position in the Vanguard Intermediate Treasury Bond Fund (VFITX) yielding 1.87% and 2% into my Credit Union yielding 2%. Now, I think holding cash may be the best defensive move at least for my 20% cash reserves.

I am looking more at special situation (value plays) where there has to be a catalyst/theme that management is doing which creates shareholder value. These take time to play out.

Good investing

EKS
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News