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

To: Grommit who wrote (61496)	12/4/2018 7:09:20 PM
From: Paul Senior	Read Replies (2) \| Respond to of 79172

Whew! What a stock-market day. I added to positions in several stocks I've mentioned before. NCLH being one I added to today. Cruise line operators are down with the general market fall. People still want that travel experience though, and seemingly have money for that. I don't see where tariffs will affect cruise lines, but who knows?

To: Grommit who wrote (61496)	1/20/2019 12:43:51 AM
From: Grommit	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 79172

USX. I'd better mention this stock again. I bought some in december, and added significantly to it when the price dropped in mid december. My initial shares were around $8. Adds were as low as $5.16. I am >> in the money now. The company earned $1.21 in 1st 3 qtrs (adjusted EPS -- eliminate debt extinguishment and IPO costs). Q4 is a seasonally high volume / profit quarter. So they are making money. Analysts expect $1.29 2018 and $1.55 2019. IPO was $16 mid 2018. Today's stock price of $7.50 is silly. I do not understand why -- but KNX (knight swift trucking) also took a price tumble and has recently fully recovered. Driver shortage is recognized as an industry problem. USX just announced selling off some mexican border assets which will free up tractors to use more profitably elsewhere and lower some capital costs. The announcement is not monumental in scope -- it frees up 300 tractors out of a 6,900 base -- but to me, it shows that they are serious about making improvements. COMPANY chart of USX and KNX stock price: