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Strategies & Market Trends : Value Investing

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From: Paul Senior	3/21/2022 5:47:14 PM
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I'm adding to various baskets. These would be stocks with low current p/e's, with revenue growth, and good roe and/or profit margins. Some of these stocks are at/near 12-mo highs. Perhaps I am fooling myself that these cyclical companies are still buys, and I am just sucked into going with the momentum these stocks have. Container shippers: adds to CMRE, CPLP finance.yahoo.com Steel stocks: add to X. Starting a tracking position in TMST finance.yahoo.com Housing basket: MHO, JOE finance.yahoo.com Fertilizer basket: I continue to add here even as these stocks move up. Other adds: Whirlpool (WHR) as it moves to lows. (I like WHR at p/e under 9) finance.yahoo.com Sally Beauty Holdings (SBH). Relatively low p/e. Lots of debt though. Revenue growth seems to have stopped. Just a tracking position here for me. finance.yahoo.com DOUG. Recent spinoff. Real estate broker for high end properties. Low p/e, high roe. I start a tracking position. finance.yahoo.com BRKB. A few more shares as stock hits 12-mo high. (Speculation. I can't give a good reason other than Buffett. Earnings fluctuate as underlying holdings are marked to market. finance.yahoo.com

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