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

To: Paul Senior who wrote (74567)	12/20/2023 12:37:22 AM
From: Paul Senior	Respond to of 78774

Some recent buys by me: FSK. Adding a few shares with stock under $20. Small position. finance.yahoo.com I've mostly given up on US gas producers: selling AR, most SWN. I'll go for some EQNR instead, which maybe could be more profitable than US producers given Euro gas prices are maybe 5x higher than US. With the just announced long-term EQNR Germany contract, and EQNR's share-buyback and dividend policy (although heavily taxed by Norway), that all adds to the attractiveness for me. Negative is that Norway owns so much EQNR and controls its fate (and that of small shareholders). finance.yahoo.com Beauty supply co's: Have held a few COTY and ULTA for couple of years. I've gone for for a few tracking shares now of Bath & Body Works (BBWI, not a value stock) finance.yahoo.com

To: Paul Senior who wrote (74567)	12/20/2023 9:27:17 AM
From: Grommit	3 Recommendations Recommended By apatel1 petal Spekulatius Respond to of 78774

Ha. Thanks for the vote of confidence, but I am not a guru. I am an investing wimp -- conservative and unexciting. I could buy more of what I presently own, but I have the urge to diversify. Especially if I invest some maturing treasuries into equities. I have the sense that this thread has gone a little off track. Maybe I just have not looked deeper into what was mentioned. So if I missed a gem, give me another chance. treasuries 15% utilities 15% reits 52% other 18% some of these are held in taxable acct with gains too large to sell, so not esp still values: (LHX, PLD, ORI, EGP, PH, UNP, DLR, and a few more)