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


To: Paul Senior who wrote (64763)9/4/2020 4:56:30 PM
From: Paul Senior  Respond to of 78973
 
Small adds for me today to positions:

These stocks have been mentioned here before.

STRT (vehicle locks and power accessories)
A bet that the stock's volatility will take it higher than today's price. I show it's selling at 6x free cash flow/sh

SFM (Sprouts Farmers Market)
marketwatch.com

SIMO

DLR (Has dropped but is still expensive; a bet it will return to highs though)
marketwatch.com

CVS

HMLP-PA

FLGT (A speculation more than most. A bet on ceo founder)

TBIO. Stock now under $13. A Seth Klarman pick. He bought late June: 500K at $22/sh. I'll stick with the stock unless/until I see that Klarman decides to take his loss. For me, the stock is typical of my experience/knowledge with biotechs -- co. apparently has lots of promise, but who knows? (So small bet, small add for me)

NJR "provides regulated gas distribution, and retail and wholesale energy services"
4% dividend yield is not impressive. Stock though at about multi-year low.

SFTBY



To: Paul Senior who wrote (64763)9/4/2020 7:24:23 PM
From: E_K_S  Read Replies (1) | Respond to of 78973
 
I got a thermometer at the $ dollar store, has audible sound (made in China). Probably not that accurate. I have found my SO2 finger sensor more fun. It measures the 02 in your blood using LED pulsating light. It will vary on time and position of hand/arm. It also measure heart beat (good for meditation). They say that a sustained low level of O2 in the blood is a symptom of Covad so better get tested and see a doctor if you measure in the 80's for an extended period of time. Low O2 levels causes you to be tired too.

The SO2 finger monitor is more of a peace of mind to test for COVAD symptom. I find that the heart beat monitor better for relaxing and meditation. Extreme sports people use this monitor when training to see how much O2 they can saturated their body/blood with.

The SO2 monitor got on Amazon for $25 includes case and also made in China.

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I did go into local CVS but left because the battery I wanted was sold in a 4-pack @ $4/each and on Amazon were $1.50. Much of the stuff in the front of that store was empty so I wonder how their retail front of store items are even selling. Usually candy and snacks.

FWIW, the only person there at the time was somebody buying cigarettes. I guess they continue to sell those (aka 'death' sticks) as well.

EKS