Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lazarus who wrote (60875)	6/12/2018 3:12:57 PM
From: E_K_S	Read Replies (2) \| Respond to of 78740

Re: IIN Was going to peel off a few shares but another investor on one of the IRC Forums has shares in the $7/share range (also lives near their new facility) says this one is going higher. They just leased a new warehouse/facility in MN where they manufacture components that go into medical devices. Two very large medical divice companies also located in MN and have acquired several of these smaller start-ups. IIN just at break even on EPS (positive FCF) and next few quarters s/d be growing earnings. Hard to say where this one goes as it is a 'growth' story not a value play. I do not have the problem my friend has as I have a small number of shares. His position is a 'zip code' changer . . our new term for multi baggers that allow you to move to a new zip code. :-) Good Investing FWIW, Looking to build a position in ADM which I find slightly undervalued. The 2018 FarmBill goes to the Senate tomorrow and there are a lot of subsidees in the bill that may/could benefit ADM (ie ethanol). The value/income strategy is to build a 1.5% portfolio position by July 20th and then sell some covered calls (Jan $49 or Jan $50) to capture 2 dividend payments, option prenium and book a small capital gain. If the stock gets called in 6 months, it would book a 13% gain (26% annualized). At 17 PE and tariffs that may/could benefit ADM's margins, I think there is a low risk/income opportunity next six months. EKS