Falling Fast? That's My Buy Signal On These 2 Bargains

Jun. 11, 2025 9:15 AM ET, , , , , , , , , , , 41 Comments
Roberts Berzins, CFA
10.22K Followers
(11min)

Summary

  • For long-term value investors, red tends to turn green.
  • Namely, enticing value opportunities tend to emerge on the way down.
  • The trick is to understand which ones are sound opportunities and in which cases it is a falling knife situation.
  • In the article I discuss two high-quality bargains to buy now.

Path to growth

chaofann/iStock via Getty Images

Usually, when prices drop, the immediate reaction is to become more skeptical and really think twice before buying on the dip.

This makes perfect sense because no matter how sometimes the market overreacts, we have to

This article was written by

10.22K Followers
Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG investing certificate holder, has had an internship in Chicago board of trade (albeit, being resident and living in Latvia), and is actively involved in "thought-leadership" activities to support the development of pan-Baltic capital markets.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of PAGP, ARE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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