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

To: Spekulatius who wrote (75223)	3/4/2024 1:17:02 PM
From: Madharry	Respond to of 78651

I will add if it gets that low. california recently approved Waymo expansion into other cities in . They seem to be faring a lot better than Cruise is. I dont think Waymo option is reflected at all in Google valuation. I will check out HSY,

To: Spekulatius who wrote (75223)	3/4/2024 1:24:00 PM
From: E_K_S	Respond to of 78651

Small starter position in AEP, closed D and moved the proceeds into AEP. Also small buys in ADM. Company says updated 10-K middle of March. Stock sold off from a small division cooking books (alleged). Looking at AG related stocks; small adds to AGCO. PAHC an animal feed /supplement provider starting to move. I think this eventually gets back to $20-$22 area. Have built a nice position last few months w/ avg price at $10.25/share. Certain utilities look under valued; AEP & UGI. NRG has had a huge run last several months so been peeling off shares and building positions in AEP & UGI. Also monitoring several small cap plays looking at an eventual break out in IWM. I have several of these I continue to add to in small amounts; MTW is one of them w/ low PE --------------------------------------------------- Still in a large cash position sitting in a Treasury money fund.

To: Spekulatius who wrote (75223)	3/4/2024 1:56:34 PM
From: Madharry	Read Replies (1) \| Respond to of 78651

I am perplexed. HSY is around $181 but thats Hershey's . HYS is a medium term bond fund but that around $91