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Strategies & Market Trends : Value Investing
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From: E_K_S1/24/2022 10:23:14 AM
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Started to nibble as DOW -800 pts;

Buys:
CNDT a value Icahn play
ORCL building core position
VFF a profitable POT play
KD spin off of IBM cloud computing
PLTR AI cloud
RFP Timber
ONL Office REIT

Waiting for my price

QCOM scaled Buys every 5% lower
GOOG starter position 10% lower

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Cash reserves still high >15% deployed about 7% of of those reserves still waiting for another 5%-10% correction next few days
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