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

To: Madharry who wrote (65944)	1/6/2021 12:14:38 PM
From: E_K_S	Read Replies (1) \| Respond to of 78758

Re: Some sales Got my high cost MAC shares sold for small gain; Also sold my high cost IBM shares for small gain bringing my avg cost on both lower. What is interesting my portfolio of over weighted Natural Resources showing the largest one day gains since the 2009 rebound. Not sure if this is 'Blue Wave" frenzy and/or US is much better off than other Countries (negative rates). Been nibbling at some utilities as a defensive move. Not sure if higher taxes and double digit inflation is a recipe for growth. I suspect $US will weaken and commodities will continue to run higher, much higher. The value proposition for me is to Buy hard assets at/below BV. We live in interesting times and I suspect will get more interesting before everything settles ( ie reversion to the mean) down. So far Mr. Market likes the current outcome. EKS