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Re: None

Monday, 07/19/2021 6:46:48 PM

Monday, July 19, 2021 6:46:48 PM

Post# of 53694
OT: There are quite a few very smart people on this VTSI message board. Credibility abounds. Therefore I am asking what other stocks you might be buying these days. With the recent swoon in the Russell 2000 index, now down 10% from its peak, it seems like a great stock picking time.

If I didn't own any VTSI, I would buy some now.

That said, I bought more shares of TNP and HRTG today. Both near their 52 week lows and historical lows.

My favorite and largest position is SUP. I also added more of it on this mornings weakness. It is hard for me to resist a profitable company with a market cap of 195mil and annual revenue of 1.4billion. Yes, a bit of debt but not that much.

Other insurance companies I keep accumulating are UVE and UIHC. UVE is more fundamentally sound.

The other sector I have been buying are the beaten down biotechs with negative enterprise values and slow cash burn. Stuff like ASMB, CLBS, IFRX, LUMO, RYTM. I don't like any of them longterm, I will sell each on a pop.....which bios always do.

I still own a little RFP and it too is a reasonable gamble at current price. The chart is ugly but the valuation is compelling. EPS this year will push $8 and the stock trades at $10+. Silly.

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