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Strategies & Market Trends : Value Investing

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To: FIFO_kid2 who wrote (69305)	12/12/2021 11:08:33 AM
From: E_K_S	Read Replies (1) of 78425

Good information on the history of CVI pre-2009. I think Icahn may have seen the same opportunities but am surprised he continues to stay in his position after 12 years. -------------------------------------- I bought different value Buys in 2009/2010 mainly because I had studied the companies before the 'crash' and knew the value of their assets. Many of those buys I continue to hold as they continue to perform and grow. The key take away is to get your shopping list ready for the next correction and know the value proposition(s). I will be looking for GARP type stocks (Growth At Reasonable Price) but requires physical real assets (like real estate, minerals/trees, farm land) but can utilize technology to scale and grow. I will know it when I see it. The value opportunity will be the discounted value of those real assets. FWIW, I owned IPI in the past but sold in during the 2017-2018 up cycle. I have built a basket of Ag stocks that have performed well. I failed to include machinery in that basket DE and AGCO (sold out too early). I do however continue to own auger & grain bin manufactures.

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