(07-28-2020, 08:27 AM)fenders53 Wrote: Hold that thought on Gold and Silver.  You weren't wrong to avoid it the past few weeks.  We got lucky and it broke out FINALLY.  It will consolidate soon enough.  I do happen to believe it is VERY crash resistant for the foreseeable future.  At some point silver gets sketchy as it's an industrial metal and the market can be flooded with physical silver.  You know the miners are digging as fast as they can n

(07-28-2020, 09:31 AM)divmenow Wrote:

(07-28-2020, 08:27 AM)fenders53 Wrote: Hold that thought on Gold and Silver.  You weren't wrong to avoid it the past few weeks.  We got lucky and it broke out FINALLY.  It will consolidate soon enough.  I do happen to believe it is VERY crash resistant for the foreseeable future.  At some point silver gets sketchy as it's an industrial metal and the market can be flooded with physical silver.  You know the miners are digging as fast as they can n

I think gold and Silver and the stay at home stocks are the place to be heading into 2021. I already own KL, AEM, GOLD, WPM, NEM and GLD. So I'm in gold pretty heavy. However if we do get a pullback I will add. 
Look at MMM. That should give you a indication of what stocks will look like going forward. No guidance, and gloom on the outlook.
MO is a also a good place to hide. Tech too pricey but a good add on significant pullback.

(07-28-2020, 10:00 AM)divmenow Wrote: Added to MO, SHW, ABBV, OTIS and took a new position in CARR

Sold out of AOS, CAH, LEN and MCO . I did well on these names. Became a valuation thing for me.

I'm just doing some reshuffling for the next downturn. There are certain names I like in this environment.

(07-28-2020, 10:15 AM)stockguru Wrote:

(07-28-2020, 10:00 AM)divmenow Wrote: Added to MO, SHW, ABBV, OTIS and took a new position in CARR

Sold out of AOS, CAH, LEN and MCO . I did well on these names. Became a valuation thing for me.

I'm just doing some reshuffling for the next downturn. There are certain names I like in this environment.

I own a few CARR from the spinoff. I have actually been thinking of adding. With home sales doing well and this pandemic hit CARR will do very well with its HVAC division. I may add a few today.

SHW killing is as well. I might do by buy 2 share thingy 

I bought some CMI, ITW and MRK oN Monday

(07-28-2020, 10:15 AM)stockguru Wrote:

(07-28-2020, 10:00 AM)divmenow Wrote: Added to MO, SHW, ABBV, OTIS and took a new position in CARR

Sold out of AOS, CAH, LEN and MCO . I did well on these names. Became a valuation thing for me.

I'm just doing some reshuffling for the next downturn. There are certain names I like in this environment.

I own a few CARR from the spinoff. I have actually been thinking of adding. With home sales doing well and this pandemic hit CARR will do very well with its HVAC division. I may add a few today.

SHW killing is as well. I might do by buy 2 share thingy 

I bought some CMI, ITW and MRK oN Monday

(07-28-2020, 10:00 AM)divmenow Wrote: Added to MO, SHW, ABBV, OTIS and took a new position in CARR

Sold out of AOS, CAH, LEN and MCO . I did well on these names. Became a valuation thing for me.

I'm just doing some reshuffling for the next downturn. There are certain names I like in this environment.

(07-28-2020, 01:53 PM)fenders53 Wrote:

(07-28-2020, 10:00 AM)divmenow Wrote: Added to MO, SHW, ABBV, OTIS and took a new position in CARR

Sold out of AOS, CAH, LEN and MCO . I did well on these names. Became a valuation thing for me.

I'm just doing some reshuffling for the next downturn. There are certain names I like in this environment.

I should do some of that too.  I am mostly defensive now so I shouldn't get beaten up like March when my few specs were steamrolled.  Many of my stocks are also political targets when election debate gets going for real. 

I'm not sure what makes sense for "stay at home" stocks this time.  Big retail and the obvious tech choices are far from reasonably priced.  I'm sure not going to pile into AMZN and HD even if they pull back 10%.  The details of the next stimulus package is going to matter.

I guess I am asking for ideas.

(07-29-2020, 09:30 AM)divmenow Wrote:

(07-28-2020, 01:53 PM)fenders53 Wrote:

(07-28-2020, 10:00 AM)divmenow Wrote: Added to MO, SHW, ABBV, OTIS and took a new position in CARR

Sold out of AOS, CAH, LEN and MCO . I did well on these names. Became a valuation thing for me.

I'm just doing some reshuffling for the next downturn. There are certain names I like in this environment.

I should do some of that too.  I am mostly defensive now so I shouldn't get beaten up like March when my few specs were steamrolled.  Many of my stocks are also political targets when election debate gets going for real. 

I'm not sure what makes sense for "stay at home" stocks this time.  Big retail and the obvious tech choices are far from reasonably priced.  I'm sure not going to pile into AMZN and HD even if they pull back 10%.  The details of the next stimulus package is going to matter.

I guess I am asking for ideas.

Oh I have lots of ideas that should work ... Its a long list lol

LOW, SMG, CARR, OTIS, MKC, DG, ATVI, DPZ, CHWY, BC, FND, PKI, ADP, LIN, KR, ZTS, CHD, MLM, DLR, HRL, SJM, FAST, PPG and SHW

A lot of these names have run. But i think they still have room left. Things will get worse come Oct-Nov and these names will out perform. Tech I didn't put in there like MSFT, APPL ect. 

I'm actually looking to buy CHWY soon. I like it long term and now you get a bit of a dip.

(07-29-2020, 09:41 AM)divmenow Wrote: Added GD in my 8 year olds account. He has plenty of time to make money on this stock lol