07-13-2018, 02:06 AM
Wednesday:
closed GWW and took proceeds to open MMM
opended JNJ
closed NSRGY (Nestle), primarily because of the 35% Swiss tax withholding
added to BRK.B
About two years ago I implemented S&P CR ratings to filter for buys, with A- as a minimum and BBB+ for exceptions. Meanwhile my holdings T, CVS and GIS are down to BBB, so I guess I should not add, although several Fair Value indicators suggest strong add. On the other hand, KHC was upgraded from BBB- to BBB. So in my table I put it from "watch" to "consider".
Who said "understand your rules, then break them" ?
closed GWW and took proceeds to open MMM
opended JNJ
closed NSRGY (Nestle), primarily because of the 35% Swiss tax withholding
added to BRK.B
About two years ago I implemented S&P CR ratings to filter for buys, with A- as a minimum and BBB+ for exceptions. Meanwhile my holdings T, CVS and GIS are down to BBB, so I guess I should not add, although several Fair Value indicators suggest strong add. On the other hand, KHC was upgraded from BBB- to BBB. So in my table I put it from "watch" to "consider".
Who said "understand your rules, then break them" ?