What Did You Buy Today?

[divmenow]

(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.