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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (66692)2/26/2021 6:02:12 PM
From: Madharry1 Recommendation

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E_K_S

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i think you need to evaluate return in terms of risk ,which i am not sure any of us really do in any organize measurable. way I bought into your thesis of ori and i sure have no regrets about purchasing some. my recollection was that you described it as a safe place to park funds as an alternative to short term cds as it was below book and returning 6%, If I am not mistaken I purchased it around $14 it paid over 6% because of the special dividend and it appreciated around 40% in less than a year. I consider that a really good idea. I have made more money on other stock plays but I also assumed way more risk. SOHOB has tripled in value . Celldex which I took a flyer on in the $2s on the basis of a couple of biotech posters with no personal means of assessing risks or future returns has hit $27. I have been selling as it climbed and retain a stub position. I have no idea what it should be worth and certainly would not say it was a better idea than ori going in because the risk seemed far greater. I also dont know that we can say what the better idea is after 6 or 12 months. I ve become impatient with many investments and sold them only to find that they would have been a 10 or 20 bagger ten years later. Both of my pot stocks out performed ori but they carried more risk. I am out of one of them completely and have taken a good chunk of profits out of the other clvr but I continue to own a lil stock and a bunch of warrants. I certainly expect it to be volatile without the predictable of stable cash flow and dividend like ori, which i continue to hold happily. I dont know how many stocks i own now . im guessing 40. but I think overall performance will largely be determined by core positions like mac nrz ladr stwd sftby baba cnne.and iep which even with its appreciation offers a distribution of around 12.5% (16% based on my purchase price). If silver ever moves up in price like i have expected for over a decade axu should move up dramatically. but i can hold my breath for only so long. I think BWEL may sit for a long while and then if water issues become a headline we could see it take off in dramatic fashion.
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