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

To: Paul Senior who wrote (74633)	12/26/2023 9:38:59 PM
From: Elroy	Respond to of 78777

My top picks for top gainers....... NGL - this year it should refinance it's long term debt, figure out what to do with it's preferred stock, and perhaps even begin paying a distribution. At a minimum, a year from now a distribution should be on the near term (one year) horizon, and that should push it toward $8-$10 or more. GRVY - These guys are supposed to launch games in China in Q1 2024. That may double their revenues if it's a success. Easy to see it going higher, and hard to understand why it's so cheap at the moment given the positive outlook. I guess that's it for my good ideas. I'd probably buy AMD as well, but that's just a guess on tech doing well....

To: Paul Senior who wrote (74633)	12/28/2023 12:13:01 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78777

On payment / Fintech - PYPL looks like a good bet. Behemoth in their field, even with the competitive treats and a CEO who might be able to share things up. Maybe too obvious?

To: Paul Senior who wrote (74633)	12/31/2024 6:59:00 PM
From: Paul Senior	3 Recommendations Recommended By E_K_S Lance Bredvold The Barracuda™ Read Replies (2) \| Respond to of 78777

2024. I continue to be very right in my assessment of stocks I have suggested. That is, my record continues. Which is "I believe I have been wrong on every single stock I've mentioned here as a possible 50% gainer in the last four years. Not only wrong, but catastrophically wrong when the stocks have collapsed instead of rising." Looks like I had about 18 favorite stocks I said I liked for 2024. I show profits now on 3 of those 18. ...Pathetic. ENVX. Maybe it'll get its production line up and running with a customer or two for its batteries. I continue to hold (losing position). DLO. Latin Am. fintech payment processing. I'm green, only because I added more as stock dropped after I mentioned it here, but recovered somewhat. I continue to hold. BABA. Up, down, up, down...about down 3% after 20 mo holding. With the drill ships I mentioned, I sank with all of them. Large losses in VAL, RIG. I hold on. If I sank with drillships, I got buried with uranium. SRUUF, others. I still hold. Adding to pain, I got boiled in oil (stocks down), and lumps of coal for Christmas. BTU = ugh CCL. A winner! Thanks Harshu Vayas, others who first discussed it here. I hold on. FCNCA. Green. Holding, may sell. ATKR. Had high hopes; now have high losses. I continue to hold. Maybe infrastructure build out might help. LEG. Too tough for me. Lost patience Sold with losses. Sometimes reversion-to-mean is the wrong way to view stocks. Or, alternatively, for the many times revert-to-mean does work, there are some times and some stocks where it doesn't. DAC. Still holding green this container and drybulk company, although it's been falling from highs of the year. SEB. I don't have it now. Took small gain, and stock continued to fall. Now price below year-ago. Reluctant to get back in. Finally about: "Can't lose on these stocks in 2024. (Haha) X, HOLI, CPRI. Playing the takeover game for a few dollars. (Because you can lose.)" CPRI was a loss as gov't prohibited buyout. I still hold a few shares. X. Loss here too. Still holding it. Note tonight's news: US Steel Jumps Most in a Year on Nippon Steel Offer to Biden HOLI. Finally, finally the company was approved by Chinese authorities, and stock rose to buyout price. Not sure, but it took maybe two years. The stock market sure teaches humility. I hate that! -g-