Value Investment Fund – September 30, 2022
This site’s Value Investment Fund’s overall value has decreased dramatically during this past quarter. However, it is still well ahead of the overall market.
Value Investing
Value investing is a systematic process of purchasing high quality, intrinsic backed stocks at depressed market prices. Using financial analytics, allow time for market price recovery and then proceed to reap gains from an investor’s patience.
Value Investment Fund – August 31, 2022
Value Investment Fund – August 31, 2022 Overall, the Value Investment Fund remained stagnant during August 2022. The Fund’s balance improved a mere .2%. Value Investment Fund – Status on August 31, 2022 . …
Union Pacific – Performance Evaluation of 2020
Union Pacific (UP), a Utah corporation is the largest of the six publicly traded Class I Railways operating in North America.
Value Investment Fund – July 31, 2022
Overall, the Value Investment Fund had a good month during July 2022. The Fund’s balance improved 6%.
Speculation with Investing
Speculation refers to ‘Guessing’. Speculating is more commonly inferred with gambling than with investing; but in reality, it exists in both to certain degrees.
Bought Norfolk Southern Corporation
The Value Investment Fund purchased 100 shares of Norfolk Southern Corporation at $199 per share.
Bought 100 Shares of Avalonbay Communities
The Value Investment Fund purchased 100 shares of Avalonbay Communities Inc. for $161 per share including transaction fees.
Bought 400 Shares – Wells Fargo
The Value Investment Fund paid $39.51 per share including transaction fees of $1 per share for Wells Fargo. Total investment was $15,804. The Fund now holds 500 shares of Wells Fargo.
Sold PUT Contract for Essex Property Trust
The Value Investment Fund sold a PUT contract on Essex Property Trust for 100 shares.
Sold Comerica Bank Two Hours Later
One of the advantages of value investing utilizing pools of similar stocks from a single industry is that every now and then, like once a decade, a unique opportunity will present itself to take advantage of the knowledge and hard financial analysis work one does. In this case, it happened today. Comerica Bank experienced a roller coaster price drop and recovery in one day. It’s intrinsic value was calculated to be greater than $40 per share and the price dropped this morning to just below $30 per share.