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Strategies & Market Trends : Value Investing
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From: Paul Senior8/1/2025 1:31:55 PM
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Market down sharply on trump tariffs. I add (small) to my falling shares of these stocks:

ASIX, CNNE, COLD, LKQ, NWN, OLN, PLYM, TROX

Sold UGI and swapped into NWN. Thanks EKS for posts here on UGI.
ASIX -- reversion to mean
TROX -- cigar butt. Vertically integrated titanium dioxide producer. Over past 15 years, not much growth, more years of losses than profits. Stock now at multiyear lows. If company doesn't totally fail, seems to me a good bet for some reversion to mean from here.
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