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


To: Spekulatius who wrote (73580)9/7/2023 8:43:36 AM
From: Harshu Vyas  Respond to of 78753
 
Hi Spekulatius,

Yeah, you're right about the housing market actually. My logic was flawed. Sorry about that.

I contradicted myself there, I think. I'm still struggling with housing lol. I just can't seem to work out what's going on the US and it's making me sloppy. I think I should probably just move on.

Further to your point, renovations already happened during Covid when people were stuck with what they had so it further hurts LL.

You're also saying LL should already be higher if there was strength in the housing market? That does make sense.

Probably a bad pick even if you look to the future. Consumers etc.
Regardless, it looks cheap - will keep it on my watchlist (just towards the bottom).

I apologise for bringing a terrible pick to the thread.

Best,
Harshu Vyas



To: Spekulatius who wrote (73580)9/7/2023 9:21:28 AM
From: Madharry  Read Replies (1) | Respond to of 78753
 
based on what i thought i knew about oil prices and profits there seems to be a disconnect between current energy prices and the share prices of energy stocks. i wonder if there is some table somewhere of what current price of oil stock say about the average long term price of oil. It would seem intuitively that the current oil stock share price in a plummeting in the price of oil in about 5-6 years. is that possible.?