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

To: E_K_S who wrote (77235)	2/27/2025 12:45:17 PM
From: Madharry	Read Replies (2) \| Respond to of 78519

imho stwd and ritm are no brainers for your cash. just listened to the stwd conference call. it seems like several times a year you can buy it at $19. 20 or less giving one a 10% distribution. if I didnt own so much of it. I would be buying more. I read the transcript of earning for sbgi and i I dont really know why that one sold off the way it did. I think the tennis channel is a future gold mine. it has a global reach affluent viewership and up and coming international stars. I dont know enough about the gambling aspect to know what the potential tie in might be.

To: E_K_S who wrote (77235)	5/2/2025 1:30:34 PM
From: Madharry	Read Replies (1) \| Respond to of 78519

I ended up selling amazon. I added to my exposure to Galaxy Digital as it tanked and right now am happy I did as it has moved back up like gangbusters since announcing that it was going to list on Nasdaq in Mid May. I now have a full size position in it. I think owning WPC makes more sense than owning I bonds at this juncture although i am surprised that the price appreciation has not been greater in the past few years. I am gonna follow it , elanco was just mentioned on the half time report as selling for 12 times earnings. I think I will follow that one as well.