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


To: E_K_S who wrote (62680)10/10/2019 3:57:13 PM
From: Spekulatius  Respond to of 78763
 
Some very recent buys

PAYP (starter position). I like what this payment company does. Reasonably valuation for this space, but not cheap.

DD - the spin-off special material/products part of DuPont. I sold this after it popped after the spin-off to $73 and rebought a partial position

LBTYK - stock falling after the sale of the Swiss business is apparently falling though. Still cheap even without a sale. Now they need to turn this business around.