Tracking positions for me:
Started HURC. It's been 45 years since I've been on the shop floor with Hurco CNC machines. Company in no- growth industry and with foreign competition. Then as now. Company still exists. I guess managing correctly: keep ltd down and cash up. Wait for better times. I'll go for a few shares here. finance.yahoo.com
AII. American Integrity Insurance. Homeowners, esp. Florida. Not many years as public company. Hoping they can offload risk properly. Company shares hit high; I add a few more tracking shares. finance.yahoo.com
Started a few shares of TGLS. Tecnoglass. "Tecnoglass Inc. manufactures, supplies, and installs architectural glass, windows, and associated aluminum and vinyl products for commercial and residential construction markets in Colombia, the United States, Panama, and internationally." Good profit margin, cash more than ltd. Business outlook doesn't seem so great to me though -- commercial building/residential construction. Stock at 12-mo low, Maybe going lower? finance.yahoo.com
ATLC. Atlanticus. Good q report (imo); stock drops 5%, I add a few more tracking shares. finance.yahoo.com
NCLH. Norwegian Cruise Line. Couple of insider buys here. I add to tracking position also. finance.yahoo.com
WHR. Whirlpool, at 12-mo low. At least a 10-year low. finance.yahoo.com
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Other:
JACK. Striking how expensive food has become. (Also electricity for my little home I see from yesterday's bill.) I may never get out of the hole I'm in with JACK. Maybe my last buy, and if further drops, may start to reduce position.
Small adds to COLD (12-mo low), STWD, my few units of UAN. |
