03-17-2020, 09:39 AM
(03-17-2020, 08:59 AM)vbin Wrote: Added WFC, little O. Starbucks is getting tempting but still over valued.
Thought from folks on financial stocks? DFS seems to be too undervalued as well.
SO have started to come into good value territory. Glad I sold in 60s lol. Thanks to Chuck carnival.
DFS has just a BBB- credit rating, so that would scare me quite a bit in the current environment. Also keep in mind that DFS is an actual lender, while V and MA are simply payment technologies, meaning that DFS has much more risk associated with it in a recession.