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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (63667)	4/6/2020 8:32:48 PM
From: E_K_S	Read Replies (2) of 78921

I still hold my small amount of GM mainly for their autonomous driving division.I believe I bought around the same time you did. Buffet sold a large chunk of his airline positions (ie Southwest) recently. For me, it would be selling due to a significant change in the company (ie coronavirus) and no longer a value play and into another company w/ similar value but would do better under the 'New Normal'. These are the companies I am trying to find, 'New Normal' w/ value. But I tend to get the feeling that it maybe just better to sell most everything and wait it out to find the 'New Normal' companies some other time. I would think it is times (markets) like these where the shrewd & knowledgeable investor would have an upper hand in stock picking especially over the Algo/AI bots. FWIW, I do think based on previous stock market crashes (ie 2009) we may/could test the bottom again or see certain sectors sell off. My strategy is to continue to make small buys and try to average in some capital at/near these lows. I do see quite a few traders (not investors) taking their quick gains and that is working too. Thanks for the feedback. I am watching GBX w/ earnings tomorrow. Picked up a few shares Friday. Stock sold -20% last Friday Greenbrier Q2 2020 Earnings Preview Apr. 6, 2020 5:30 PM ET\|About: The Greenbrier Companies,... (GBX)\|By: Jignesh Mehta, SA News Editor Greenbrier (NYSE: GBX) is scheduled to announce Q2 earnings results on Tuesday, April 7th, before market open. The consensus EPS Estimate is $0.26 (+18.2% Y/Y) and the consensus Revenue Estimate is $780.64M (+18.5% Y/Y). Over the last 2 years, GBX has beaten EPS estimates 50% of the time and has beaten revenue estimates 63% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 6 downward. Revenue estimates have seen 1 upward revision and 4 downward.

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