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

To: Madharry who wrote (63659)	4/6/2020 4:11:27 PM
From: bruwin	Read Replies (1) \| Respond to of 78953

Well, I regard a company such as DIS as a top of the range quality company and it's share price will, IMO, be one of those that will move up first once the "Virus Crisis" is done. Unless one needed the cash I wouldn't be selling a company like that. As soon as one sells below a previous purchase price one has lost any Capital Gain. DIS may fall further before it rises again, and then it's a case of waiting until it gets to the sell price before one should buy it, and who knows how long that would be. I've also read of some who have sold into the recent "rally". I've done some looking into that situation with regard to the chart of the SPX, which I'd say could be a reasonable reflection of the overall price movement of the better Quality companies with above average Financial Fundamentals. If one sold in the rally that would take one back to where one was at the start of 2019, assuming one had the shares then. If one would have bought shares after that major fall in the market, about 13 to 14 months later, with the rise in the SPX one would have achieved a Capital Gain somewhere in the region of about 30%. So selling now in the "Rally" any Capital Gain obtained for a purchase after January 2019 would be out the window. If one doesn't sell, that Gain is still locked in, but it will need patience to hang on to those shares until the overall market recovers, unless, as I said, one needed the cash. I see MCO is currently my top gainer at +147% with UNP now at +139.8%. DIS is third at 99.4%. " Our lives have really changed. for now i've decided to have my groceries delivered. at the risk of irritating paul. - social distancing might be the only thing that can save our country." From what the medical experts tell us there appears to be only two primary ways to get infected with COVID-19 ..... you get it on your hands and you touch your face area and in it goes in thro' mouth, nose or eyes, or you breath it in after an infected person coughs or sneezes close to you. So when I go out to the Supermarket I have my spray bottle in my pocket with my Surgical Spirits/Gel mixture (2:1) and I spray my hands very regularly. I also keep a good distance away from anybody. Although I don't go out that often I don't see why one needs to live in a "home jail" 24/7 if one is taking reasonably good precautions.

To: Madharry who wrote (63659)	4/6/2020 6:53:48 PM
From: Spekulatius	1 Recommendation Recommended By Jurgis Bekepuris Respond to of 78953

I agree DIS is significantly impaired. Everything but their yet unprofitable streaming business is suffering. The stock is overvalued,imo, unless we quickly get back to normal, which I just don’t see happening.

To: Madharry who wrote (63659)	4/6/2020 9:33:57 PM
From: sjemmeri	Read Replies (1) \| Respond to of 78953

Madharry, Your expectation of a "post" covid-19 virus world is pretty much what I was thinking until a meeting of group leaders in my division last week. Before that, I would have fully expect that the 15 to 30 year olds will do whatever they are allowed to whenever since they are invincible. And many older folks might be willing to go back on their cruises, other travels, etc. since they figure they only have a few good years left and you only get so many chances to have this or that experience before its too late anyway. But i would have thought many of the rest of us would be pretty cautious for quite a while. But at the meeting, we discussed a major industry conference coming up in late june in which most of our division participates. I spoke up and said no way am I getting on a plane in June and flying to a conference to spend many hours of time in large meetings with people from all over the country (and world). But everyone other person was concerned only with the logistics of when would travel approval happen and should they make hotel reservations now and start booking plane tickets, etc. I don't get it. IF one of the drug combos being tested was declared effective tomorrow and the number of new cases started plunging next week and by the end of May there were single digit numbers of Americans dying (this is what I consider to be a wildly optimistic best case scenario), I still wouldn't be taking a trip for many months. But now I wonder just how quickly the majority of Americans are ready to "get back to normal". Of course, we all got an email the very next day that the June conference was cancelled. Just my opinion and not backed up by anything else. steve