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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (75296)	3/21/2024 11:19:38 AM
From: E_K_S	Read Replies (1) of 78717

Re: TITN Yea, thought report look ok and positive guidance did a 7% add at $24.05. 5.6x PE and little debt seems like a good value to me. peeled off some WMB (5% div) and bought more UGI (6% div). Sold some high cost shares for small gains in GEF, HDSN and was surprised by the break out in IP w/ the announcement of new CEO. IP & GEF in same sector both pay ok div too

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