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

To: Paul Senior who wrote (63664)	4/6/2020 7:28:58 PM
From: E_K_S	2 Recommendations Recommended By bruwin Lance Bredvold Read Replies (1) \| Respond to of 78958

Meanwhile deploy funds in stocks that either seem to be better values and/or don't have the huge coronvirus risk. Have not sold much of anything especially anything related to coronvirus risk. I did have a little GOLD shares for sale but did not get a fill. I did miss my Buy on FCX last week and that stock was up big. Perhaps you can enlighten the board w/ some of your recent sells and if that is/was due to coronovirus risk, lower prices or something other than the BlackSwann events of the last 20 days. I ask because one can think out possible future scenarios (like a melt down of mREITs) due to debt/leverage or other events that would cause some companies to BK (worst case). I have tried not to think too much of the worst case, so therefore have not sold much. Also if/when I sell, I always have a hard time to buy back in. Some people on the income thread have been doing swaps. That makes sense selling one preferred and buying a better one w/ a minimal net loss. Other than looking at stocks comparable to 2009 sell off and comparing values then to now, I can sort of determine stocks that are in value territory and others that are not. EKS