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

To: petal who wrote (78219)	10/8/2025 10:20:15 AM
From: Madharry	Read Replies (1) \| Respond to of 78464

I made the same mistake with META , in my case I listened to the wrong talking heads. But I will say the share structure with META always irritated me. Seems like all my high distribution dividend paying stocks have taken hits in the past week for unfathomable reasons. I am particularly surprised that ET would drop , since they are a clear beneficiary of increased power demand, but I am planning to hold all my income producing and energy names. I purchased ET when covid hit. annual Distributions are now 20% of my original purchase , I was surprised that Dell did not shoot up more yesterday with the investor day news. they almost doubled their projected annual earnings growth to 15%, which I think would compel a rerating of the pe ratio I am guessing to around 20. With projected pes under 20 I dont see MU or Dell overpriced here.

To: petal who wrote (78219)	10/8/2025 12:11:34 PM
From: Paul Senior	1 Recommendation Recommended By petal Respond to of 78464

META. I too got scared with Z's "metaverse mania". Although business (advert. rev) was good, and the number of users growing, it just seemed like Z was going to blow all current and maybe future profits on his widely criticized eyewear attempts. Although I sold much of my holdings, I did keep a stub amount, per my mantra "Try always to keep a stub position". Grateful for the small gain (paper) from that. Also confirms to me my belief that for me anyway, it's hard, and just unusual, for me to reenter a position after selling. (And I did not reenter here.)