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

To: Paul Senior who wrote (76224)	9/27/2024 10:57:15 AM
From: Madharry	Read Replies (1) \| Respond to of 78496

It seems that when I usually read about buy backs the company in general always tells you how much stock they bought and how much more they are buying back but they rarely tell you by how much the share count actually shrunk from one year to the next. also i have seen a few situations especially in real estate where the company says owe we are way undervalued at say $14 so we are buying back stock and then the stock drops to $6 and the company announces its suspending buy backs. I saw some statistic for civi where the enterprise value to free cash flow is about 20 times so I am going to pass on this one for now. I am fully invested anyway so I think I am just holding to what I have for now. I could draw down on stwd ritm ladr if I saw something compelling or go on margin. But at this juncture I am content to maybe put my dividends and bond payment to work and just watch everything else. have to start taking rmds in 2025 also although that is less than 1% of the portfolio. The interesting question for me as a non market timer is when do stocks get so overbought that its only prudent to build a cash reserve.