Value Investing Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (75851)	7/14/2024 2:03:36 PM
From: E_K_S	Read Replies (1) of 78516

Should have been Cardinal Health (CAH) . Been a good one to hold and started to add more shares when it broke $100 and then $95. Price/Cash Flow 10.8x; PE 13x . A good value hold in the health care sector. ------------------------------------------------- I did not realize how large my positions are in the small cap sector. Even as a % of the total portfolio still pretty large. I guess is I find more 'Value' candidate in this sector. For 2025 I will sell off anything below a 0.10% portfolio position and work on building larger positions. I have a tendency to create a lot of tracking positions which in hindsight should have really been bought in size. I do like to scale into a position but can probably do that w/ three buys spread out over 30-60 days.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next