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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (73842)10/4/2023 2:16:13 PM
From: E_K_S  Read Replies (3) of 78666
 
Finally started a position in AGCO as it is getting close to it's SMA(200) weekly. Will Buy in size if/when it breaks below that price.

Many adds of TITN too. Part of the AG basket.

Working hard to deploy more cash as market sells off;

(Many/All already discussed)

Last two weeks BUYs include:

TITN (5 Buys), LOCO, IP, HR (3 Buys), SRC, PYPL(2 Buys), LAND(3 Buys), LEVI, WPC (2 Buys), LEG, O, SYM (2 buys), KTB(2 Buys), TSN (2 Buys), KR (3 Buys), CAMP (3 Buys), INTC, CAG (3 Buys), SANW, KHC, FF (3 Buys), K,D, KLG, INMB(2 Buys), MMM, ORCL

Sells;

Closed out MDT, closed out CNHI, closed out BXC, closed out TRN

Small Sells:

DAN, NRG, QCOM,

Trying to focus on GARP stocks as the sell off continues. It's hard to Buy and see the continued sell off, so I am scaling into position and add every 5% lower. Same strategy when I sell. I scale out of a position.

Still have 28% cash to deploy. Might need to start increasing my size of order but scaling in has work well for me in the past as well as patients.
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