Value Investment Fund – July 31, 2022
Overall, the Value Investment Fund had a good month during July 2022. The Fund’s balance improved 6%.
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Value Investing
Value investing, in its simplest terms, means buy low, sell high, the universal primary tenet of business. Value investing is defined as a systematic process of purchasing high-quality stocks at an undervalued market price, quantified by intrinsic value and justified through financial analysis, then selling the stock promptly upon market price recovery.
This site teaches the investor about the four core principles of value investing. There are various in-depth sections, including tutorials about intrinsic value and security analysis.
Furthermore, there is a membership-only section that utilizes a Value Investment Fund with eight pools of different industries and 60-plus potential investments that are monitored regularly. This Fund has a six-year history of 25% annualized returns.
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.
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Bought Norfolk Southern Corporation
The Value Investment Fund purchased 100 shares of Norfolk Southern Corporation at $199 per share.
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Bought 100 Shares of Avalonbay Communities
The Value Investment Fund purchased 100 shares of Avalonbay Communities Inc. for $161 per share including transaction fees.
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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.
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Sold PUT Contract for Essex Property Trust
The Value Investment Fund sold a PUT contract on Essex Property Trust for 100 shares.
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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.
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Bought Comerica Bank
Today, the Value Investment Fund took advantage of the chaos in the banking industry and purchased 1,200 shares of Comerica Bank after the the share price dropped below $30 per share.
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Sold PUTS at Year End 2022
PUT contracts are a leverage tool using by value investors. When the overall pool of investments are dipping, it is time to take advantages and sell PUTS.
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Sold Wells Fargo Position
The Value Investment Fund sold its position in Wells Fargo in preparation for two sets of PUTs that the Fund will have to comply with the terms of the PUT contracts.
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