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Strategies & Market Trends : Value Investing

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E_K_S
Lance Bredvold
The Barracudaâ„¢
To: Paul Senior who wrote (74633)12/31/2024 6:59:00 PM
From: Paul Senior3 Recommendations  Read Replies (2) of 78777
 
2024. I continue to be very right in my assessment of stocks I have suggested. That is, my record continues.

Which is "I believe I have been wrong on every single stock I've mentioned here as a possible 50% gainer in the last four years. Not only wrong, but catastrophically wrong when the stocks have collapsed instead of rising."

Looks like I had about 18 favorite stocks I said I liked for 2024. I show profits now on 3 of those 18. ...Pathetic.

ENVX. Maybe it'll get its production line up and running with a customer or two for its batteries. I continue to hold (losing position).
DLO. Latin Am. fintech payment processing. I'm green, only because I added more as stock dropped after I mentioned it here, but recovered somewhat. I continue to hold.

BABA. Up, down, up, down...about down 3% after 20 mo holding.

With the drill ships I mentioned, I sank with all of them. Large losses in VAL, RIG. I hold on.
If I sank with drillships, I got buried with uranium. SRUUF, others. I still hold.
Adding to pain, I got boiled in oil (stocks down), and lumps of coal for Christmas. BTU = ugh

CCL. A winner! Thanks Harshu Vayas, others who first discussed it here. I hold on.

FCNCA. Green. Holding, may sell.

ATKR. Had high hopes; now have high losses. I continue to hold. Maybe infrastructure build out might help.

LEG. Too tough for me. Lost patience Sold with losses. Sometimes reversion-to-mean is the wrong way to view stocks. Or, alternatively, for the many times revert-to-mean does work, there are some times and some stocks where it doesn't.

DAC. Still holding green this container and drybulk company, although it's been falling from highs of the year.

SEB. I don't have it now. Took small gain, and stock continued to fall. Now price below year-ago. Reluctant to get back in.

Finally about:
"Can't lose on these stocks in 2024. (Haha)
X, HOLI, CPRI.
Playing the takeover game for a few dollars. (Because you can lose.)"

CPRI was a loss as gov't prohibited buyout. I still hold a few shares.
X. Loss here too. Still holding it. Note tonight's news: US Steel Jumps Most in a Year on Nippon Steel Offer to Biden
HOLI. Finally, finally the company was approved by Chinese authorities, and stock rose to buyout price. Not sure, but it took maybe two years.

The stock market sure teaches humility. I hate that! -g-
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