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Strategies & Market Trends : Value Investing

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From: Paul Senior10/13/2025 2:41:54 PM
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I'll pull some stocks that are at or near 12-mo lows. For tracking position amounts only.

BMY. finance.yahoo.com. 5+% dividend

GLPI. finance.yahoo.com. I like this 7% dividend yielder more so than some bdc's I have which pay 11-12% or less. Just seems that I could believe I understand GLPI's business - they own land under casinos, et. al. - better than I'd ever understand bdc's that make loans to business I don't understand at conditions and risks that I don't understand.
Although I've been a long-term holder of some bdc's, I'm willing to trim some now for lower yields, and go with something like GLPI

Starting a few shares: WPP finance.yahoo.com

Add to position: LKQ. finance.yahoo.com

FI. Earnings and Revenue growth. Stock down, still expensive, finance.yahoo.com
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