Jiggity JIG,

Heard back from my guy - end of year is normally busy - more so this year. He pulled reports on everything we have.

Please look over the reports. Most of the portfolio looks v. good. Valuations are typically 10 to 20% above the current share price. There are notable exceptions.

WFC - has been beaten down by their mistakes and is significantly undervalued. I recommend we keep 100% of WFC.

Avnet looks to be stagnant - I recommend we transfer 100%.

We have some new companies, e.g. REGI and NVIDIA - keep 100.

Keep 100% of RPM and Apple.

Play w/ share counts to move toward even lots (e.g. 500 shares v. 527 shares) where convenient.

I'm helping out at Chocolate Celeste today and tomorrow - off line most of the time - you can call me.

C,
J



---------- Forwarded message ---------
From: James Ellingson <jamese.phd@gmail.com>
Date: Tue, Dec 15, 2020 at 9:34 AM
Subject: Fwd: INVEST EMNT CLUB
To: James Ellingson <beergovernor@gmail.com>, Louise Stich <lstich103@gmail.com>


Transferring this to my other email.

James Ellingson, Ph.D.            Adjunct Professor, U of M
JamesE.PhD@gmail.com        JETT PD
5219 Elliot Ave South,
Minneapolis, MN  55417 .         651 645 0753


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James Ellingson                                       cell 651 645 0753
Great Lakes Brewing News, Mpls, MN 55417
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