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Strategies & Market Trends : Value Investing
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To: Ccube who wrote (71708)12/9/2022 3:03:30 PM
From: Madharry  Read Replies (2) of 78745
 
one of the talking heads at cnbc likes booking in the space. we once booked something through them in error which we found out once we got to the motel. we couldnt fix it ourselves and the front desk manager said she was not surprised lots of customers had trouble changing a reservation on booking . she managed to do it after about 15 minutes so that made me a bit leery both as a customer and potential investor. I am finding it difficult to shoot for new outsized returns now when I feel comfortable with nice dividend producers. I think the atvi situation is interesting as a lot of people in the industry feel comfortable that this merger goes through. and it looks like a favorable risk/return. what do you guys think?

Also regarding ally bank -looks like most of the hit to book value comes from repricing their e bond portfolio which the ceo said has an average term of 6.5 years. so I am guessing that their book value will be more than double in 5 years FWIW. meanwhile the dividend is about 4.5%,

I did add one new stock.- Camping World. The dividend is great and it's the only big player in the space. from what i have been reading I think one of the beneficiaries of the car electrification is that it should dramatically lower the costs of using a camper. as boomers retire they will be hitting the road more and more. Might even be the ultimate down sizing.
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