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

To: Sean Collett who wrote (73825)	10/3/2023 1:10:52 PM
From: Harshu Vyas	Read Replies (1) \| Respond to of 78462

Agree with basically everything your saying except for the fact that QRTEA's just broken its 52wk lows AGAIN! At this point, you're killing your portfolio with one stock. A book I currently love - The Art of Execution - says sell at 20% losses or buy significantly more. I don't know how much cash you're dealing with but selling seems the wisest course of action. When a company makes new lows you can be sure more new lows are to follow. I understand the crazy asymmetric upside potential here but either you have to keep doubling your position every few weeks (which is very costly) or you can throw in the towel temporarily and wait for some support to present itself. Best, Harshu Vyas

To: Sean Collett who wrote (73825)	10/3/2023 2:55:37 PM
From: Paul Senior	1 Recommendation Recommended By Sean Collett Respond to of 78462

Nice QRTEA/QRTEP review. Okay, I will take the QRTEP loss now, and up my QRTEA position. Have no expectation of either stock ever approaching their highs. I'll redeploy most QRTEP elsewhere, and will still have a possiblity of recouping some losses with leverage if QRTEA improves. If not, QRTEA total loss will be better (if that's the right word) for me than having much greater QRTEP loss if QRTEP falls further.