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

To: Paul Senior who wrote (66890)	3/15/2021 4:53:09 PM
From: Madharry	Respond to of 78954

I consider AGO to be highly speculative. they insure billons and billions of municipal bond issuance. this is not the same kettle of fish as ori or aig. I just dont think you can hang your hat on the book value here. I have decided to reduce some of my exposure to my largest positions. there are to echo petal some indicators that the us stock market overall might be over extended. otoh there still look like there are undervalued excellent long term buys still to be had.

To: Paul Senior who wrote (66890)	3/15/2021 8:19:32 PM
From: Ccube	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 78954

Looks like you guys call on UAN is spot on. Someone is accumulating up 20% today with 10 times normal volume. I was thinking about it but never pulled the trigger.... I think the over all market correction is over till July/Aug period (at least that was the case in 2000’s) ?? I think in those days you had correction in feb/mar July/aug and sometimes in sep/oct....although my memory might not be correct from what I can remember. You will get pullbacks 5% or so but I expect we will make new highs by June I think.

To: Paul Senior who wrote (66890)	3/16/2021 8:48:08 AM
From: Madharry	Read Replies (1) \| Respond to of 78954

ftai has around 86 aircraft and 186 aircraft engine that they lease out. presentation on their website. ftandi.com

To: Paul Senior who wrote (66890)	3/16/2021 8:30:39 PM
From: E_K_S	Read Replies (4) \| Respond to of 78954

Some adds but ashamed that these are not really deep value plays based on EPS but mainly for their (1) hard real assets and (2) patents (intangible assets). For the Ag basket: 1) Arcadia Bio (RKDA) back to a normal size position (<0.004% portfolio); They develop and own Ag hybrid seed patents, key to feeding the World on marginal land Arcadia Biosciences, Inc. is engaged in developing and commercializing agricultural products primarily in the United States. The Company's product includes nitrogen use crops, salt tolerant plants, sunflower oil and shelf-life produce. Arcadia Biosciences, Inc. is headquartered in Davis, California. 2) Limoneira Company (LMNR) a very small tracking position 36 PE and 1.6x BV (suggestion from Madharry) Owns Farm Land and real estate development Possible hidden asset in their 'water rights' not reflected in their stated BV A very small tracking position and will scale into a core position if I can Buy at/below BV Limoneira Company is an agribusiness and real estate development company. Its current operations consist of fruit production and marketing, real estate development and capital investment activities. Limoneira has three business segments: agribusiness, rental operations, and real estate development. The agribusiness segment includes its farming and lemon packing operations. The Company produces lemons, avocados, oranges, and other specialty crops. The rental operations segment includes housing, organic recycling, commercial and leased land operations. The real estate development segment includes its real estate projects and development. Limoneira Company is based in Santa Paula, California. -------------------------------------------------------- 3) Sibanye Gold Ltd ADR (SBSW) 5% add to my current position bought in 2001 (avg up) The SA miners are also a currency play since $US/South African Rand values come into play as expenses charged in Rand but output priced in $US. Sibanye Stillwater Limited is a precious metals mining company, with a diverse portfolio of platinum group metal and gold operations and projects. Sibanye Stillwater Limited, formerly known as Sibanye Gold Limited, is based in Westonaria, South Africa. -------------------------------------------------------------------------- SALES Peeled off 40% of ORI @ $22.40/share. Bought this 9/2020 from Spekulatius write up. A 61% return plus their special dividend of $1.08/share. Will Buy this one back if it s/d happen to sell off at/below $14/share.

To: Paul Senior who wrote (66890)	2/28/2022 12:30:09 PM
From: Paul Senior	Respond to of 78954

AER. I'll give up on this aircraft lessor. May be an opportunity for someone else though with today's stock drop. Leasing firms are facing the challenge of recalling jetliners worth billions of dollars from Russian airlines, as sanctions imposed over the Ukraine invasion threaten carriers’ ability to operate rented planes. AerCap Holdings NV is most exposed to the crisis, with 152 aircraft across Russia and Ukraine that have a portfolio market value approaching $2.5 billion, according to IBA figures. finance.yahoo.com