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Strategies & Market Trends : Value Investing
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Spekulatius
To: Spekulatius who wrote (66909)3/19/2021 1:16:40 PM
From: Grommit2 Recommendations  Read Replies (3) of 78958
 
>> 4% dividend yield and 5% growth yields 9% total return which is pretty good.
I sold my non-taxable ORI in feb near $20. (1/2 of holdings) price 10% higher now. no regrets.

I mentioned OC in feb, at that time it was $81. no one commented so i will mention again. owens/corning -- insulation/roofing. only 1% div , but very decent and stable growth fcst, easy to understand business. reasonable PE - IMO a bit low, worth a look. :o)

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