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

To: E_K_S who wrote (66447)	2/8/2021 11:25:11 AM
From: Frank Sully	2 Recommendations Recommended By DinoNavarre E_K_S Read Replies (2) \| Respond to of 78751

Speaking of robots and AI, the ETF IRBO is up 22.4% year-to-date to yet another all-time high. iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) NYSEArca - Nasdaq Real Time Price. Currency in USD 48.76 +1.20 (+2.52%) As of 11:21AM EST. Market open.

To: E_K_S who wrote (66447)	2/8/2021 11:37:21 AM
From: DinoNavarre	Respond to of 78751

HI EKS.... Any take on MMAC? Wish they had a dividend....Probably a few years down the road??? I would like to find a few outfits that are predominantly loaning to / financing companies across the "New Energy & New Electron Transmission" area of business....If they are undervalued....So much the better for me! I don't even believe in climate change, (if that's what we are calling it this month?), I'm a GSM guy, but will try my best to make money / roll with the punches / invest in the new energy game. I added a small bit to my AES / RWEOY & SMEGF positions this morning..... Hope this guy is correct.... I believe that the utilities that are advancing / somewhat taking the lead with the "new energy / electron transmission" transition will be the winners.....I have been watching where they invest their money (in and outside of their own houses)....Found several good ideas / companies.... -------------------------------------------------------------------------- Have you done much with water investments over the last year? I had to do quite a bit of selling in my water portfolio....(thought that area would be safe to hold through the 2020 mess/semi-mess)....Mostly sold stuff because of high valuation, (maybe water is finally being assigned a higher value?). Also sold because share prices flat-lined / reached stall speed....did not advance like the rest of the market, so I let a few of them go... Currently held shares in water / strongly water related companies/etfs: CGW ARTNA GRC FERGY MSEX (although down to 220 shares from my highpoint of 1261 a few years ago) FIW (swapped my TBLU for FIW last August, like FIW's holdings) LIQT VOW.OL / SSHPF PLP.L NWPX TVEAT.TL (wish I could find outfits like this stateside) HEO.V / HEOFF Liquidated these long-term positions: WATR.L (really like these guys, would like to revisit, hopefully price drops down to at least 350 GBx) PNN.L (held since 2012, was a major position for me, sold it off over the last 1.25 years...may revisit) GBERY Traded with reasonable success: RWC.AX MWA FRTA XYL D2O.AX FLC.AX I have been taking a bottom / up approach with water etf holdings every few months....not much new in the way of companies or holdings....Any ideas? dmv