Trades:
VSH has been drifting about and seemed headed for the trailing stop so I intervened and cut it loose in anticipation of a consolidation phase. +79.4%
CRZO announced a secondary offering after yesterday's close which explains the big drop three days ago. [Remember, there is no insider trading.] I didn't like the sound of that so I sold while I could still close out my spread in the green. +0.77%
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| Value-sales portfolio up +37.7% |
WTR is so-so fundamentally and has moved up well (ptp).
TTM has a P/E of 20, and that's about all that is published.
I like where shipper SSW is going. Sales growth is accelerating. Now at 50% YoY sales growth (mrq). Let it shed some losses and it's headed for a P/E of 10. It's going into my watch list with the other shippers.
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