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

To: scbeachbum who wrote (72803)	5/17/2023 2:46:35 PM
From: Spekulatius	Read Replies (4) \| Respond to of 78670

re JXN - insider seem to like it below $30 and so do I. on a different note- I bought a starter in CSL and SU yesterday. SU is dirty but very cheap oil. I like the new CEO and the dispositions (selling conventional oil fields in Europe / buying more oil sand operations in CA). I like the new CEO from Imperial Oil that is supposed to fix/optimize SU operations. CSL looks like an extremely well managed specialized material / homebuilder business trading at a fair price. they do suffer from some cyclical headwinds (excess inventory in channel) that I don't think will last all that long. I have also been adding to BTI. Again a company with a CEO change.