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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (70415)	6/2/2022 3:32:42 PM
From: E_K_S	Read Replies (3) of 78774

Got to be in the right sector. I have very low cost basis in both TRN and GBX and recently sold some shares earlier this year at higher prices. Now, will slowly buy back shares to replace my inventory. GBX not bad at PE=17x; TRN a bit higher. My investing is a bit different that yours. I will add shares if/when a sector is out of favor and/or the bull story changes because of some event. I did some adds to MAC and started a new position in KHC (to replace my CAG) and finally got my price to sell a few PBA. Missed buys in RBLX and U. Hard to pull the trigger when they continue to burn cash.

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