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Strategies & Market Trends : Value Investing

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From: Paul Senior3/15/2021 10:51:21 AM
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Some adds by me this morning:

I add a little here to small positions in these stocks that are already near/at 12-mo highs:

AER. Airline stocks are on the rise today. My play remains aircraft lessors.

CHS. Clothing retailers continue to rise. I'm holding some; adding a little to CHS.
finance.yahoo.com

UAN. Averaging up. Will Elroy, others here be right about this stock? So far.

COTY. I'm betting on the new management team.

AGO. This insurer fits what we were talking about previously, i.e. around 50% of book value and profitable.
Attractive aspect about this one is the persistent (over several years) stock buybacks which has/is reducing outstanding shares.
stockrow.com
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