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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (71518)	11/10/2022 8:43:08 PM
From: E_K_S	Read Replies (2) of 78751

RE: MAC and some other sales & Buys With the $SPX +5.54% in one of the biggest up days in years; I booked some gains in several REITs & various long term positions, selling high cost shares for gains: MAC sold 13% bringing my avg cost down to 9.77/share CTO sold 25% bringing my avg cost down to $15.13/share BLDR sold 18% bringing my avg cost down to $56.58/share TROX sold 50% bringing my avg cost down to $11.14/share RCMT sold 30% bringing my avg cost down to $14.25/share AU sold 20% bringing my avg cost down to $14.45/share T sold 29% bringing my avg cost down to $19/share PSX sold 12% w/ avg cost at $70/share ATO sold 12% w/ avg cost at $28.59/share STAG sold 16% w/ avg cost at $27.14/share M sold 20% w/ avg cost at $7.81/share XRX closed out position for small gain SWX close out position and moved precedes into ALE & NWN Recent Buys: MDT 9% add GOOGL 30% add CNDT 5% add VNT 4% add LXP 3% add ----------------------------------------------------------------------------- Been looking to start new positions in COUP +24.8% and AMZN +12% but they got away. Have GTC order set at what I believe are value prices. I am looking at quarterly FCF for COUP and they are positive & growing; price/cash flow 22.14x. Not so sure about the Value proposition for AMZN other than I use the service and like it. Their AWS is a hidden asset but hard to separate that value from the rest of the company. Still holding 23% cash

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