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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (72143)	1/27/2023 8:00:19 AM
From: E_K_S	Read Replies (3) of 78923

Is INTC the new EK (Eastman Kodak)? Still think there is value in those underutilized factories. New equipment & technologies can be updated. Expect 3-5 years for those upgrades. So at what point do you Buy if you believe this story? Remember INTC the largest shareholder of MBLY . . a hidden asset I did a pair trade in December, selling 60% of INTC and buying TSM. Now If/When do I get those proceeds back into play? Will slowly build my INTC back to the 2% position. Interesting that INTC & IBM are now at the same weighting a 1% portfolio position. However, IBM +40% from my Buys in 10/2020. I guess the key is to manage the 'value' trade and there is always some risk that the company may/could fail like EK.

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