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

To: Paul Senior who wrote (63436)	3/13/2020 6:31:53 PM
From: E_K_S	Respond to of 78817

Paul one of the things I now check on my Value/Dividend Buys are the dividends paid since 2009 (last big financial crash) and where they are compared to now. Even w/ the Dividend aristocrats many since 2009 have increased their dividends but even better are the ones that have maintained their dividend that now show a higher than normal yield because of pricing pressure. Dividend.com shows their payout ratio as well as dividend history. For me, I want to avoid those value traps but if prices are low and current dividends represent a higher than normal market yield, looking back at (1) dividend history (especially 2009) and (2) pay out ratio, these candidate stocks move up on my value list as reversion to the mean plays. I think Mr. Market pretty much sold everything and maybe next few weeks, the ALGO's and smart value investors will be sorting out the wheat from the chaff. In the past, I have not reviewed the 10 year dividend history on my 'value' picks so am doing this now. Hope this helps me avoid the dreaded value trap. Like you also looking for new plays (at least not owned by me). IBM on that list but missed my Buy Thursday maybe sometime soon. I like IBM when it yields 6% or higher. FWIW, picked up some CTVA, the seed spin off from Dupont. This goes in my AG basket. I still like BWEL better after I reviewed their annual report (thanks to Spekulatius), lower PE (about 12), higher dividend, several revenue streams including a hybrid cotton seed research/development facility, profitable tomato, cotton and orchard crops and yet to monetize their water rights. So, bought some more BWEL at $427/share. Also added a bit more JCAPpB owns/operates and finances self storage facilities and a bit more TRTNpD to replace the common shares I will be selling. A small add to GBX too, a new horse in my stable. EKS

To: Paul Senior who wrote (63436)	3/16/2020 3:42:59 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78817

TPC. Now at 2/3 net current assets and selling at lows not seen in 15 years. Company still getting orders; can't make profits. I add small small to my losing position. finance.yahoo.com