There's always value somewhere I'm long TGA,LYC,CCV,ORL, all of...

There's always value somewhere
I'm long TGA,LYC,CCV,ORL, all of which I believe show excellent value, big losers for me so far but I'm pretty confident on all of them(LYC and ORL pretty high risk though) also think MYR and FXL are OK value, both have run back up a bit but are still decent IMO.
All mentioned up top I currently hold( as well as some others I think are fully valued) also got my eye on VMT and IPL, I like VMT but won't buy in unless I drop one or two of my higher risk holdings and IPL may get some funds if/when I sell one or two of my fully valued holdings but I think it's not in bargain territory.
I'm getting close to calling TRS fully valued, I think it's likely to pop over $16 which is my sell point, happy to sit on it as it's a good little yielder for me but I won't be chasing it higher.
Gotta double check some estimates but I'm thinking revenue of around $807m for TRS