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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (70216)4/30/2022 1:49:41 AM
From: Paul Senior  Read Replies (3) of 78944
 
Buys for me today on this aproximate 1000 point drop:

Small adds to:

UNFI

CLF for its steel manufacturing and the feedstock for that
finance.yahoo.com

KLIC. low p/e, high roe, lots of cash. Semiconductor equipment and supplies. Profitable every year past 15.

JOE. I'm intending to hold this one several years as they monetize their Florida land holdings. The recent q and the prior show that management is pretty aggressive in doing this -- homes, apartments, business/retail centers.

Adds to several fertilizer stocks and coal stocks
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