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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (62224)10/9/2019 1:59:49 PM
From: Paul Senior  Read Replies (1) of 78475
 
I listed some of my current reversion-to-mean plays here recently. Only one of them has worked out favorably: LKQ, most of which shares I sold after the stock popped up when an activist investor announced he had begun an investment. (Stock has come back down; I may add if it drops further.)

I hold positions in all exept JHG: I lost patience and gave up on JHG and sold at a small loss.

I just added to SIVB. It's a Silcon Valley bank that funds startups. With the failure or disappointment in recent IPO's that have come to market (e.g. WeWork), perhaps the IPO market is tarnished and that has affected SIVB possible future business prospects. Or maybe not. I'll still bet on reversion-to-mean.

62224
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