Savvy Trades and Investments

[valuemind]

I did not buy SGMA today, instead I bought:

1) BGFV at $23.01, because it has lots of free cash flow and good dividend vs negative cash flow and no dividend for SGM, though both are very cheap based on PE;

2) AERC at $19.5, because it has a great story, I understand it has no revenue yet and the story may be never realized (so I have already sold half), but SGMA had very low margin and did not produce any free cash flow even during current very good time.

My judgement may be wrong.