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

To: Elroy who wrote (74307)	11/17/2023 4:04:02 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78717

You could be right about airlines in general or the specific airline stocks I'm holding. I put my time in on GRVY, so I've lived with it. I've had enough. I looked again now, and I don't see pro investors who've bought or are holding shares. (Jim Simmons, I see but this guy seems to be everywhere, buying everything.). Maybe my search hasn't uncovered enough pro investors. Regarding aphorism (?) that there can't be a $10 bill lying on the ground over there, because somebody would already have picked it up: Maybe that is true regarding GRVY. If GRVY works for you, that will be great. You'll make lots of money, and be able to tell us (surely me), we were totally wrong, if not foolish, for ignoring this stock.

To: Elroy who wrote (74307)	11/17/2023 6:56:02 PM
From: E_K_S	Read Replies (2) \| Respond to of 78717

Re: Stocks on the Run that many avoided but I saw as Value Buys - INTC & IBM I mentioned I was building a position in INTC 2/2023 as INTC hit a multi year low at $25/share. I continued to get not much interest & SIMO was the stock to Buy. INTC +60% and I do believe it will go 10% higher and even more if/when they completes and/or upgrade their Fabs into next generation technologies. Another on that list was boring IBM, an old lady that can not innovate and is no longer growing. I was buying over the years w/ last Buys early this year and stock trades at a 52wk high and is still a value tech selling at 16xPE paying a 4.2% divided. Stock is +27% from it's 5/2023 low and even more if you were able to snap up shares 3/2020 below $100 (I was buying there too). ---------------------------------------------------------- Much of the gains are obtained if/when you can catch a good 'value' entry point and wait for management to make the changes to extract value. In the case of IBM, their cloud & consulting business is currently the new growth engine. They also have a new AI chip that on many metric outperforms NVDA's AI products. Will these two old dogs continue to move higher? I do think so but a lot depends if management can continue their growth investments and their products/services continue to be compelling. Both companies have experience scaling production/services so that will be the next major step in growing earnings.