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What Did You Buy Today?
Added a tiny bit of UNH today
Almost forgot. Started a new position in Methanex (MEOH) at the open on Wednesday at just under $35. This is definitely a risky bet. They are down a lot and it could fall a lot lower, it's really hard to estimate short term trends with this one. But over the longer term I think they will be fine and assuming they can keep the business running profitably, then this will turn out to be a great investment.
Took a new position in CCL this morning. Yield over 4% now.
Added more DIS as well this afternoon
added to SQ, CP and DIS
Added a little JNJ, UNH, SLB, ADM and initiated WFC
Rolled some pooled dividends into SKT
added to TD and BNS
Added to OZK this morning.
Picked up a few shares of EV.
AMGN, LHX
Added to CAT this morning.




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