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

To: E_K_S who wrote (65220)	10/20/2020 7:20:56 PM
From: Spekulatius	2 Recommendations Recommended By Jurgis Bekepuris Lance Bredvold Read Replies (2) \| Respond to of 78954

I too added some IBM. Let go 15% of my INTC high cost shares (8% gain from my Buy on 7/24/2020 earnings). Seems a bit like selling flowers to buy weeds. FWIW, what IBM calls cloud business is loosely related to the cloud, but it is at really cloud business. They are better at creating narratives for investors than running their business and this has been the case for more than a decade.

To: E_K_S who wrote (65220)	10/21/2020 11:38:36 AM
From: Madharry	Read Replies (2) \| Respond to of 78954

i filled out my position in ibm. . ok with 5.5% yield. . I dunno that that restructuring and spinoff makes sense at this point. i think they should use free cash flow to make more acquisitions. I also added bur which recently listed on the nyse. this is a litigation finance firm. which some short sellers lambasted last year driving the price down. I think it will be ok. also added more nrz. mortgage reit. I am expecting this will return to $1 dividend within two years. right now its paying .60. I sold the avt with a slim profit to finance some of these purchases.