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

To: Paul Senior who wrote (63524)	5/27/2020 7:34:35 PM
From: E_K_S	Read Replies (2) \| Respond to of 78425

Made a small add (5%) of LUMNF. The positive is I had an order in for more but they would only fill part of the order. Increasing the copper in my natural resource basket. I also hold FCX but LUNMF now pays a higher dividend at 2.48% and my position in FCX is larger. The new EV cars/trucks use electric motors that all require copper. Homes still use copper pipes (however many use these PEX hoses) and home sales continue to increase. With the market + 1%, no other Buys got filled. I did sell 50% of my high cost shares of STLD as it hit a new recovery high. This has been the best performing steel stock of the group and was recommended on the Value thread. EKS