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

To: Sisyphus who wrote (76889)	1/5/2025 9:40:52 AM
From: E_K_S	Respond to of 78744

From your Year End Portfolio: Stocks I own - Applied Materials (AMAT) - Most of my Buys were in 2022. +73%, one of my better "Value" Tech stocks. At 22.6x PE and 1.2% div probably fairly valued Enterprise Products Partners LP (EPD) - my largest Buy was in 2020 w/ small Buys in 2016; position +60% (over a 4 year hold) good div 6.53% and 11.2x PE; This is the last of my MLP's so I just hold rather than paying high taxes to close the position. Energy Transfer LP (ET) - 1 Buy in 2020 +335%; 14.4x PE 6.5% div; part of the Oil/NG play. Even as a 4 year hold an excellent performer but position small. Qualcomm Inc (QCOM) - buys in 2022 & 2023 +46%; 17x Forward PE; 2.12% div. Another 'Value' Tech play was +39% higher in 2024. -------------------------------------------------------- Nice gain in Comfort Systems USA (FIX) seems expensive at 24x Forward PE but +124% in 2024 must have shown good growth. Hudson Tech Inc (HDSN) 8.75x PE was my loser play in this sector. FIX is much larger than HDSN (42x larger) so size/growth may be the best combination. Booking Holdings Inc (BKNG) - +290% in 2024 big gainer for a travel company and still only 23x PE. Totally missed the move in the sector including United Airlines Holdings Inc (UAL) +186% in 2024