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

To: E_K_S who wrote (70458)	6/7/2022 1:30:16 PM
From: John Koligman	Respond to of 78953

I follow DVN pretty closely, if one was brave enough to take a flyer in the depths of the Covid crisis, it could have been purchased for 6 bucks a share, now close to 80. The kicker is that they are going to pay something like 8 bucks in dividends this year if memory serves, not too many stocks paying out more than the purchase price a few short years ago that I can think of.

To: E_K_S who wrote (70458)	6/7/2022 6:23:31 PM
From: Madharry	Respond to of 78953

the biggest winner in my portfolio in percentage is the oxy i have left. if first out oxy at 48 and added to it all the way down sub 10 and sold much of it on the way up. mro i had a core position around 14 which i rode all the way down to 7 I think and then back up adding a bit in the low 20s i think. one the more sorrow ass decisions i made was when i was looking natural gas stocks i looked at two that were both selling under 3 . the one i bought filed for bankruptcy in a head scratcher for me as i didnt see any reason why they should and i lost my entire stake that i had held onto. the other one went from under 3 to over 30. the other two energy companies i own have also done ok. but they are smaller positions. Based on my admittedly dubious charting, energy is pretty much the only industry that still looks good. I heard the comments about the target warning today and i thought they were pretty far off the mark. many of the pundit some how think this is a second quarter issue and then poof everything will be fine. I dont see how anyone can think that when for two years people cocooned and then went out and bought stuff for use in their home. they found out they were going back to work so they bought work clothes. there is no game plan for a combination of rising interest rates rising unemployment and exploding heating costs as far as i know. I dont think retail sales for department chains are predictable nor do i think profits will be either. BTW my last couple of trips to target. there were less people in the store. and when i looked as household goods like mugs, and utensils they were way more expensive than stuff I could get at the dollar store and not much difference in quality. I am continuing to avoid retail for now,