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


To: E_K_S who wrote (67088)4/9/2021 5:06:55 AM
From: Madharry  Read Replies (2) | Respond to of 78714
 
thats an interesting way of looking for stocks. I dont mind waiting if the dividends or free cash flow is there.
as far a leaving the party early I have done that too many times to my regret. I have come around to Paul's keep a stub way of thinking. of course thats how you may end up with 250 stocks over time. but some of those may end up being better than 10 baggers over time. I also know i want to be in specific industries at least for a small part of the portfolio. like 3d printing.and pot. also want to invest with those who i perceive to be smartest guys in the room. That was one of the reasons i jumped in to Starwood, LADR and keep holding NRZ. I also bought into Sernlichts SPAC spfr which will merge with a 3d printing company.

What is happening with prison industry is interesting. Might be interesting to see what the debt is now selling at. The companies seem to have no concern about throwing equity investors under the bus at this point.