Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ccube who wrote (76673)	12/10/2024 3:01:49 PM
From: E_K_S	Respond to of 78495

Do not feel too bad. You have to let your winners run especially if that run happens in less than a year. I do have some low cost UNFI I bought in 2/2020. UNFI has run from $8.75/share in 5/2024 after making a round trip from 2020. Mr. Market ran this stock early even w/ losses and negative FCF. However prospects have been getting better every quarter. They are still not FCF positive. That's +235% in 7 months. I use SMA (200) daily & weekly for indications if I s/d continue to hold. Also use this when to Buy if/when price is below the SMA(200) both daily & weekly. Good job on PLTR; I closed out my position at $16 after holding for several month's in 2023 after buying at $8/share. Never thought this would run to $71/share. Valuations are out of this world! I had an overweighted position in MAC and scaled out of the last of it at/near $20. Still holding my medical REITs SBRA & HR w/ good gains. The dividend is keeping me in these. For me, I like to find 5 new positions every year w/ a 18-14 month hold period. This strategy has worked good in our Bull market but I do think many stocks are over extended. Holding a lot of cash waiting for that 10%-15% correction. Maybe we see some selling in early 2025.