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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (78473)11/7/2025 1:54:19 PM
From: E_K_S  Read Replies (1) of 78764
 
Re ASIX

I got lucky and did a tax lost harvest 10/31/2025 and now have to wait 31 days to buy back. I sold at $18.49 so hopefully s/d be able to re-enter at a lower price in 31 days.

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Recent Sells (usually selling High Cost shares for gains)

AEO, VSH, G (beat earnings & guided higher), TGT (sold 50% and will buy in lower), IEX, POR, CTRA (peeled off a few after an activist w/ 9% interest told BOD to sell some assets); EXEL (closed out for small gain); SOLV (peeled off 30%)

BUYS

ABBV, HIVE (an AI Data Center play and a Bitcoin miner); NVO, CLX (building position), NOG, GMRE (good earnings), BLDR, ZBH (hit on no growth earnings), AKAN (a Pot & cell phone spec in Mexico); CAG (building position; BFS (buying back tax loss harvest shares, earnings ok);
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