Contrarian Value Ideas

[gfp927z]

Derf, >> GNRC <<

Fwiw, I picked up a small position today as a longer term turnaround, and also some NEE. Tiny positions though.

With your $100 K positions, you must have $ millions to work with. But with so much $ you have the luxury to be conservative, so really no need to take many chances, other than for the excitement. I have to be more cautious, so am not a trader. The most risk I take these days is with these turnaround stocks, but only have a few (HSY, GNRC, NEE) and just small positions with the idea of long term buy / hold.

Trimble I put on the watch list since Al Gore's investment group reportedly bought some last Fall. Not sure about their track record though, and back in the day Gore was known as 'Goofy Al', so not exactly a ringing endorsement. But I figure getting the ESG stamp of approval is going to be increasingly important over time, and institutional investors will avoid stocks with low ESG ratings. I also look at Bill Gates' portfolio for ideas (RSG, WM).



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