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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (74463)12/6/2023 11:49:52 AM
From: E_K_S  Read Replies (1) of 78750
 
Re: Paypal Holdings (PYPL) 59.87 +1.95 (+3.37%)

I also added more PYPL as I am building the position. I do like the complete management change and new CEO. Also, compared to SQ, PYPL is a value stock. I see their move into digital currency also a plus and do use their service linked to several different credit cards depending on what I buy.

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Recent Buys/Adds: INMD, TSN, GCT,PDCO, TITN, CAG, LEG, AGCO, CNHI, KHC, KR, SANW,

Small Sells working to balance the short & long Term Capital Gains:

BHP, ETR, UHS, IP, BGS (tax loss harvest of high cost shares; may buy back in 31 days); GCT (small sell on big run up), KSS (small sell on big run up); MPW (harvested tax loss); HDSN (sold small amount of high cost shares); KLIC(small sell after 14% run up);

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Finally seeing some good moves from my small cap basket; Also position in IP finally moving after building nice position in June & July, believes this goes much higher w/ good div.

Hoping to see similar move in LEG as I continue to build position, good div too.
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