SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (71786)12/19/2022 8:22:17 PM
From: E_K_S1 Recommendation

Recommended By
JohnyP

  Read Replies (3) of 78688
 
Re: TSN

I have sneaked in some very small Buys in TSN (last week & today at $60.71). Currently at a 50% position w/ avg cost around $63/share. This came up on my value screen last week as well as BIG.

I lowered my Buy on BIG (at/below $14) as I had a chance to visit a local store here and it was messy, out of stock on many things and cluttered w/ too few people loading shelfs. This store had huge floor space, perhaps twice as big as our local Dollar stores w/ actually a good selection of food vs general merchandise.

closed out HMLPpA the remaining small position as this goes private 1/1/2023 and you will never be able to sell.

closed out UBPpH never recovered to my purchase price but made up for the loss by buying the common shares UBA which have more than doubled during the same period. Lesson learned, go w/ the common if it is selling at a significant discount from the SMA(200) weekly.

small Buy in LUMN still waiting for selling last few days of December. Plans are to load up another 50% of my already large position and then sell an equivalent number of shares next year at/above my fair value target of $9.50/share. Will harvest my high cost shares and lower my avg cost.

20% add of PARA

4% sell of CNDT selling the long term high cost shares. This is my 2023 Cloud Services stock (Carl Icahn a large owner). Just added a new contract in their digital payment transportation services in Venice.
Conduent Transportation Selected to Provide EMV Contactless Payment System for Venice Public Transit Network

Would like to add another 25% in 31 days at/below $4/share if possible. I expect this to be trading at least 50% higher sometime in 2023. Not yet a top 10 position but my next Buy will get me there.

20% add to CIO at $8.73. This also came up on my value screen of last week and had to to add a few since Price/FCF is so low.

sold 75% of CLLXF a Canadian gold miner. My best performing gold miners are AU (a 31% gainer from 1st Buy 8/2022) & GOLD (a 37% gainer w/ 1 buy in 2018, 4 buys in 2019, 1 buy in 2021, 2 buys in 2022)

The key on these gold stocks, (like any cyclical stock) are buys at the right time & in the profitable companies. CLLXF had reserves but never made money. GOLD & AU always made money

--------------------------------------------------

With my sales & Buys still sitting on 15% cash and about the same sitting in my credit union.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News