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

To: E_K_S who wrote (66400)	2/4/2021 12:11:16 PM
From: Madharry	Read Replies (2) \| Respond to of 78717

thanks for the update on mac which continues to be my way largest position. I think they are in so much better shape than theme parks airlines or cruise line and like i said willing to be very patient. I am surprised that CNNE is not popping more but willing to be very patient there as well. I will have some funds to deploy wants some of my unfi stock gets called away from me in mid february. . IEP now up about 20% from my purchase on top of the then 16% return of capital i am getting. so thats a nice cherry on top nrz over 10. stwd over 20.. still long and strong clipping those coupons.