Key insights
- The author highlights the performance of their value stock picks, including LNTH, PCG, RSG, MRK, and ORI, emphasizing their growth potential and contrarian nature. While the post reflects individual investment choices, it suggests a potential shift in sentiment towards value investing, which could have a mildly positive influence on the broader US equity market.
I'm sharing this since it looks to me this sub really has been terrible for "value".
I don't have many value stocks
the below ones are the ones i like foe the moment
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LNTH this one i have been recommending since $50 merely 3-4 months ago. its $84 and atill gaining
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PCG a utility stock that can not lose. highest rates IOU utility in the country that dominates transmission lines in the bay area. dumped hard in camp fire. but has had 200% return since 2018. 5% yoeld or something. fire risk still exists but it would be hard to be hit twice by nature
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RSG this is totally a contrarian play. barely any growth
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MRK
this again is a best contrarian play. it has peaked price whenever there's a crisis. it doesn't drop much in good days, which is super important
owned pfe, agnc and sold for loss
- ORI
all value stocks . even for these five, they have great growth in the past a few years.
1&2 are kinda high conviction players
enjoy and welcome to roast me