wonder if u saw the interview in barrons with manager of applied financial select fund. they deploy some unique approach to determining intrinsic value of companies. anyway I guess they say that both csco and intel are undervalued at these levels. any takers? owners? right now i am reluctant to part with much of what i own. to purchase these, also heard a big tout on pinterest from motley fool guys. however i suspect that these guys own the stock at much lower levels. I am just sitting with what I own for now- the usual suspects:
aapl, softbank , alibaba , baidu, nrz , ebix, disck , viac, stwd, iep , ftai, bwel, cnne, googl , and a sundry assortment of spacs and spac warrants. also oxy and mro and insurers aig and ory.. and sad to say my tawdry silver play axu., where at least i reduced the position to some more rational level. I continue to hold the nrz preferred position . i have a gain in it and no reason to sell and incur the income if I am not forced to.
oh i did take a recent position in elroys semiconductor stock as well as qualcomm.
My international exposure includes fairfax india , korea fund, melco international, and some japanese stock 8909., which i have high hopes for long term. and a small position in jmia which i am losing money on. |
