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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (77388)	4/6/2025 4:28:46 PM
From: Paul Senior	of 78427

I'm holding losing position in ARE. Government cutbacks in funding research, firing NIH employees, etc. may limit demand for AME research facilities. I'm holding the pharma stocks I have and ARE, but not willing to add more right now. Still holding INMD, FMC, UPS. Teency add to MTW tracking position. Also SIRI (Sirius XM). JXN, CLF. I like AER (aircraft lessor) at current price. Small add to a small position. Looking to start BA (Boeing) if it'll drop closer to low. Been adding to CCL (Carnival). Bookings seem to be fine. Will likely add more PLM around this level. As you add to chemicals DD, DOW, I add (a little to LYB (tracking position). I suspect there might be a problem with LYB though if enough of its feedstock (oil) comes from S. America.

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