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


To: Paul Senior who wrote (72329)2/14/2023 8:04:56 PM
From: Eric Bramble2 Recommendations

Recommended By
bruwin
E_K_S

  Read Replies (2) | Respond to of 78648
 
I thought the talking heads at the WEF said we were supposed to be decarbonizing ...



To: Paul Senior who wrote (72329)2/14/2023 9:44:02 PM
From: Madharry  Respond to of 78648
 
FFXDF that is pretty much my only India position and one of my larger positions. though I agree this seems to be good news I wont be adding because of my position size.. OT interesting article in this weeks barrons with Burton Malkiel, one of his comments pertained to historic 10 year returns in the market as a function of some kind of p.e ratio. He said that right now because that number is relatively high he expects only 5-6% annual returns from the stock market over the nex't 10 years. that to me makes the high yielding reits in my portfolio even more appealing. Also anecdotally ive seen more properties a mall in Tucson and a hotel in Scottsdale sell for big bucks. So I think sunbelt real estate continue to look pretty good to me.



To: Paul Senior who wrote (72329)3/1/2024 12:13:16 PM
From: E_K_S  Read Replies (2) | Respond to of 78648
 
Boeing in talks to buy supplier Spirit AeroSystems, WSJ reports

I believe spun off SPR and it traded as high as $100/share; Buy it back at $32 & have a better control of the supply chain. Been wanting to start a position in BA but i still feel you can get it cheaper perhaps 20% to 30% lower.