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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (76541)11/14/2024 4:22:31 PM
From: Grommit  Read Replies (1) of 78748
 
Paul, I am also holding OSK. Searching for things to sell, but nothing quite hitting my target. Did sell a few HRI when it hit 240. And this week -- small amt of IRT and CUZ (each up 50%+ in a year). Sold all non taxable defense earlier in the month (GD LHX) but that was also small change. My cash/bills now 17% vs 14.7% a month ago. Nervous * 4.

Note for Harshu -- well said. But I am not seeing "loads of them". Too picky.
>> There are loads of value stocks - they just don't go up in line with the market. Doesn't make them bad picks

S&P 500 recent PE:

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