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

To: Paul Senior who wrote (76339)	10/14/2024 10:44:26 AM
From: Madharry	1 Recommendation Recommended By Sisyphus Respond to of 79205

my bitcoin exposure now up to 5.7% of my portfolio, which is plenty for me , though I think bitcoin is a likely winner no matter who wins the election. if you need to flee a country in a hurry, a bitcoin wallet is a lot easier to carry around than a sack of gold! I added to Softbank which I consider to be the poor mans nvidia because of its large holding of arm. I am woefully inadequate at predicting popularity of fashion and clothing. I could never understand spend $100 for a garment when a $10 garment is just as functional. which is why I shop mostly at Ross stores or Costco. I saw an ad for walmart cell phone service. anybody use it?

To: Paul Senior who wrote (76339)	10/14/2024 3:08:54 PM
From: Madharry	Read Replies (2) \| Respond to of 79205

My wife likes shopping at a couple of the URBN place and stock looks pretty cheap at leas on pe ratios. I started taping Bloomberg surveillance and watching the next day. one of the moderators is very sharp and witty. I like her as she has a different way of thinking than any one else. Today she said " looking for a canary in the coal mine? it is nowhere to be seen." However later on a guest came on and said the latest employment number were not as good as they first appeared because almost all the jobs created were in non cyclical areas like health education and government. That and the hurricane damage would argue for a 25 point cut.