Market was up nicely yesterday. Hope it continues today but I’m having trouble finding opportunities. Holding pat at the moment.
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marshgerda on Discussion Board 5-16-2024 Jeff on Discussion Board 5-15-2024 marshgerda on Discussion Board 5-15-2024 marshgerda on Discussion Board 5-15-2024 Jeff on Discussion Board 5-15-2024 Archives
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Beer, Whiskey and Pizza Investing Club 
Jeff – definitely fewer opportunities than a year ago. But I still like same group of core names.
BHF TP=$67
RGA TP$155
SBSW TP=$30
GLNG TP=$20
EPR TP=$65
HGV TP=$65 and
UNTC TP=$21
Some of them clearly will take some patience.
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Thanks Marshall, I also own BHF, GLNG EPR and UNTC. I’ve owned but don’t currently own RGA, SBSW. I’m going to take a new look. Never owned HGV, not sure why?
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strange day for my FGNA warrants. They’re up 14% today on 245,000 shares trading. But the common FGNA is only up 2 pennies.
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up 70 basis ponts today. Led by my very large position in Enphase ENPH. Up 2.65% today. Shipping names DAC, GSL did well as well. DAC + over 3%.
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