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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (55710)7/21/2015 11:46:15 AM
From: Cautious_Optimist  Read Replies (1) | Respond to of 78740
 
To keep it 100, my confidence is getting rattled.

I am getting cooked on my core buy-and-hold value positions.

VIAB
F
SAFM

A couple other unmentionable embarrassments.

Its dark at the bottom that gets bottom-er.

One hopes sunlight is ahead with my strategy- but if I'm as smart as I thought why didn't I know to own:

GOOG
AMZN
NFLX
AAPL

Perhaps my conservative definition of value was my "temporary" downfall. Perhaps I did not prioritize top line growth due to my paranoia about serially high valuations. The thought that if I bought, the hedge funds would immediately sell off and go short. LOL!!!

This is no fun right now. I am losing net worth daily. Usually a sign we are close to a swing on the value of value stocks.

At least I don't own gold.

Writing/purging this, I just saved another $120 on therapy and drugs. Thanks for reading.



To: Paul Senior who wrote (55710)7/23/2015 8:59:23 AM
From: Brian Sullivan  Respond to of 78740
 
GM Posts Strong Second Quarter Earnings Growth with Net Income of $1.1 Billion and EBIT-Adjusted of $2.9 Billion

EPS of $0.67; EPS adjusted for special items of $1.29 up 122 percent (vs. expectations of $1.08)
North America achieves quarterly records for EBIT-adjusted of $2.8 billion and
EBIT-adjusted margin of 10.5 percent

Company reaffirms 2015 outlook for improved EBIT-adjusted and EBIT-adjusted margin, compared to 2014

General Motors Co. (NYSE: GM) today reported strong earnings growth for the second quarter with net income attributable to common stockholders of $1.1 billion, or $0.67 per diluted share, which included a $1.1 billion loss from special items before tax, or $(0.62) per diluted share. Earnings before interest and taxes (EBIT) adjusted increased to $2.9 billion and EBIT-adjusted margin grew to 7.5 percent.