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

To: Spekulatius who wrote (66909)	3/18/2021 6:54:32 AM
From: Madharry	Respond to of 78958

fwiw largest holdings: BABA , softbank, IEP, NRZ,+NRZ-a.,MAC CNNE AXU

To: Spekulatius who wrote (66909)	3/19/2021 1:16:40 PM
From: Grommit	2 Recommendations Recommended By CusterInvestor Spekulatius Read Replies (3) \| Respond to of 78958

>> 4% dividend yield and 5% growth yields 9% total return which is pretty good. I sold my non-taxable ORI in feb near $20. (1/2 of holdings) price 10% higher now. no regrets. I mentioned OC in feb, at that time it was $81. no one commented so i will mention again. owens/corning -- insulation/roofing. only 1% div , but very decent and stable growth fcst, easy to understand business. reasonable PE - IMO a bit low, worth a look. :o) home page