Cemanuel 2022 Portfolio Thread

[fenders53]

(04-18-2022, 08:28 AM)cemanuel Wrote:

(04-18-2022, 07:19 AM)fenders53 Wrote: Look like reasonable moves to me.  And yes that ADM was really something.  I sold too soon.  It's been looking expensive for awhile now.  It's hard to imagine it has room to run after grain and food prices peak.  (I'd like that is this year)

I intend to join you in WHR when it shows signs of a bottom.  The yield is just fine now.  The COVID bump was amazing.

I don't think it will run. I do think that if sector rotation continues it could walk, baby steps. It's not just grain. They have a large biofuels presence. But IMO the big gains are in.

But I could be wrong. If you'd asked me about its potential for cap gains when I bought it 3 years back I'd have been dead wrong then.

I am surrounded by ADM plants.  The stock usually just chugs along and causes no worries.  Used to pay a nice yield but that is over for awhile.  Maybe a long while.