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Strategies & Market Trends : Value Investing

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To: Ditchdigger who wrote (65580)	12/4/2020 1:29:37 PM
From: E_K_S	4 Recommendations Read Replies (4) of 78783

I have made the most sales in the last 4 days than I have in the last 18 months. Many of my natural resource and Oil/Gas up 20% since 11/2020, so I have peeled off a few of those shares (CVX & BHP .. 6 year high) and trying to find low risk value Buys to replace that income. I looked at PRU but that has already run +30% from Nov but I do have a GTC Buy at @ $68/share to start a position. I did add a few D at/near $77 but that only yields 3% after they cut their dividend. So I scanned some of the recent buys on the Value thread and found a few that looked like they have a ways to go in this sector rotation rally. CTO came up on the list along w/ a few others. FWIW, they are mostly Paul Senior picks and several pretty small and or niche plays. -------------------------------------------------------------- Sitting on a bunch of cash and not so sure I want to do my CA building project w/ (1) step-up in property tax, (2) 13% CA income tax on rental income and (3) 3.5% cost of money if I borrow while rents are moving lower. More specific project 'risk' I want to take now especially when I can buy under valued REITs. It's much easier to buy/own REITs w/ similar Cap rates and a depressed BV, than doing the real estate projects I have been researching (in two States CA & Nevada). Properties I see are just too expensive even fixers (if/when they are available). FWIW, Sitting on the most cash ever in the brokerage account while my portfolio hits all time highs (and I have none of those high growth flyers w/ little to no income other than PLTR). Last count I hold 84 positions. Sometimes if it goes too good, it's time to leave the party early (or play some defense). Good investing . .still looking for those un-discovered value Buys. EKS

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