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Strategies & Market Trends : Value Investing

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From: Paul Senior	9/20/2025 12:14:14 AM
	of 78476

Some small adds for me: Not all are value stocks. ICE. Moat (owns NYSE Excange, et. al.). As long as people are trading on exchanges, this and other exchanges will make money. Anyway, it's been a set-and-forget stock for me. First adds in five years-- should have been adding more along the way, it appears. AER. Aircraft lessor. Sector has been good to me. Here, AER still with low p/e, high margins, good roe, lots of debt of course. Adding a few shares to my small position. finance.yahoo.com NX. OEM to building products industry. Bet on reversion-to-mean. Small add to tracking position only. finance.yahoo.com LX. Cheap Chinese fintech company. (There are several Chinese companies similar.) I add to my position here. finance.yahoo.com CPRT. Add to my tracking shares. Rev. growth, more cash than ltd. Stock at lows. Bet on reversion-to-mean. NOMD. Possible reversion-to-mean opportunity. A few shares added to my tracking position. finance.yahoo.com VG. Speculative few shares. If/as the company can build out its LNG project and ship LNG profitably, the stock should rise with confirmation of real business and real profits. Here my intent is to add shares if/as progress continues and the stock begins to rise from current level. They're getting $15B in financing, so somebody believes they can do well. finance.yahoo.com. MKC. A few more shares for possible reversion-to-mean. finance.yahoo.com

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