RE:RE:RE:RE:Selling offI think moving Hydrogen may lead to a positive tailwind for efx. Stock has had a major pullback.
I bought hps.a under 11.
Cheap pe, and there is no way to stop electrification.
Vln has a litigation issue, but I see tailwinds and a very cheap valuation.
Gvc, cheap play on digital media earnings being held back by print. Google and Facebook will pay.
I love the development lands in Mpc. Going to pay dividends for the next 20 years in a significant way.
Regular portfolio is cheap, and there are a lot of up redevelopment opportunities as well.