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

To: Paul Senior who wrote (78484)	11/10/2025 2:42:18 PM
From: Madharry	Respond to of 78773

STWD I listened to most of the conference call before dozing off. the decline in earning relates more to timing issue on acquistition than anything else. I have no cincerns about distribution, if i didnt own so much of it already I would buy more. I reduced mu position a lil as it moved to $255, reduced sbgi a lil more, started sma;; positions in xom and chevron, bought more small cap value fund as it seems obvious that rates cut wil happen in bext 12 months, happily note gains in hhh and bidu shares,