Reassessing One of My Most Successful Investments

You've Got to Know When to Hold 'em and Know When to Fold 'em

I have recently began writing a bit more about investments that I specifically hold in my brokerage account. This has largely come about because I have been pondering what positions I should add to during all of this market volatility, what positions I should sell, and what positions I should just hold onto. Just a few months ago deals in the market were getting harder and harder to come by. Today it’s a different story. As investors panic sell around tariff worries some stocks get sold well below their worth. I’ve recently bought into and written about CarParts.com, Inc. $PRTS, the AMREP Corporation $AXR , Entravision Communications Corporation $EVC, and have been considering whether or not to increase my position in the Kohl's Corporation $KSS.

With that being said today I’m going to be diving into one of my best performing investments. Since I bought this company last May, it has seen a 108% return and this investment currently makes up 16% of my brokerage account. The company has fallen just a little bit from their recent price peaks but has overall continued to experience a pretty consistent level of increases to its share price. The dilemma I have before me is this, the company in question no longer has a substantial upside in their NAV as compared to their share price but, from a cash flow perspective it looks like this company could still have a healthy amount of upside to it. Let’s dig in.