Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E_K_S who wrote (65582)	12/4/2020 2:07:24 PM
From: Ditchdigger	Respond to of 78783

I'm content to sit on some cash. IRM's news seems to have been taken well (I own to many share already) But, knock on wood it's yet to reduce the dividend and I still feel its data centers aren't fully reflected in the price. Another company which has shifted gears(bus plans) finance.yahoo.com

To: E_K_S who wrote (65582)	12/4/2020 3:51:11 PM
From: FIFO_kid2	2 Recommendations Recommended By E_K_S petal Read Replies (1) \| Respond to of 78783

Finding value in this market is a difficult task unless you still look at smaller cap oil and gas. Maybe KBAL it yields approximately 3% but it is in a cyclical business. The sector for the most part has done great with covid with some really big winners (see FLXS and NTZ but take note those stocks were priced well below tangible book value at the lows) which is how I typically play the value game. ( stink book value and constantly looking for positive fundamental catalysts and insider buys) and prepared to perform wider purchase scales. The business has done very well fundamentally and the stock just sits there. I also saw that Michael Burry bought a fairly large stake in it during the last quarter in his latest filing. Question is how long will the trend of furniture purchases last.

To: E_K_S who wrote (65582)	12/4/2020 4:50:37 PM
From: Paul Senior	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 78783

I've increased my small position in reit CTO a little today. Clothing stocks that I am seeing seem to be in fashion again. Of those that I hold, I've a few tracking shares of CHS, to which I add a little more. finance.yahoo.com RKT. I have a few tracking shares of this on-line mortgage originator. I added a few more. Over time, company ought to do okay (maybe). Next year may not be so great though. (Who knows?) finance.yahoo.com

To: E_K_S who wrote (65582)	12/4/2020 10:49:04 PM
From: Madharry	1 Recommendation Recommended By petal Read Replies (1) \| Respond to of 78783

we can agree to disagree . I am now 88% stocks 12% cash. and I am that much cash because i still have maturing cds. the last offer on renewal of cd was .65% for one year so i doubt I will renewing them. I think my reits continue to be incredibly undervalued as you indicated and have way more to recover, Although oil has gone up I am still losing a lot on my mro position and a lot on my initial oxy position at 42. fortunately I bought more under 10. but it still has a ways to go before I am even there. i am not a market timer and just because something goes up doesnt mean its gonnna stop going up because its already gone up quickly. Lastly, the spread between what one can get in money markets, cds , bonds versus many stocks , not to mention reits is just crazy. I cannot remember a time like this . So I believe the traditional retirement mix 60/40 on stocks /bonds is just gonna go out the window given the current spread. From what I hear this morning there is already much more money flowing in to value and industrial etfs as opposed to growth etfs so that bodes well for us value players. Enjoy the weekend and stay safe,.