Stock Karma

[gfp927z]

Derf, >> Cavco <<

I'm looking at it as a LT buy / hold. Cavco's LT chart has a relatively smooth trajectory for the real estate sector, which tends to be on the cyclical side. Cavco also has very little debt, which is a plus. I only have modest positions with these individual stocks, from $750 --> 1500 range.

>> DSGX <<

Yes, the PE is the one red flag, but the other numbers look good, and a super nice LT chart. They have great margins and almost no debt. Just a small position though (8 shares).

Btw, SEZL looks ready to reach 100. Wish I had jumped in a while back when you first mentioned them. Their numbers are absolutely phenomenal, and looks like they're in a very promising niche. The only drawback I can see is the high shorts - 19% of the float, but a lot of those may have recently covered (?) I don't have a good understanding of their business, the 'BNPL / Buy Now Pay Later' aspect seems dicey if it will expose SEZL to losses during a recession. But they apparently have very little debt, so that worry may be misplaced. Even with the recent runup, SEZL sounds like a 'platform' type investment that might have a big future. I should do more research on them for sure.

Fwiw, I'm now up to 60 individual stocks, so it's getting unwieldy. Only modest positions, but that's a lot of stocks to follow.


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