03-15-2021, 04:26 AM
From Eric's list DG wont be a bad one to start on. Div isn't exciting yet but I am pretty confident they have a clear path for five years of growth. Plenty of corn fields that don't have a DG yet. 
Plenty of good longterm big box retail but maybe only good for a nibble here. Comps are going to be tough but free money puts any thoughts of a hard pullback soon in doubt.
This isn't Ken's thread but he's the only one starting a fresh DGI port around here. Sitting on excessive cash for long is rarely a great idea, nor is paying 20% above historical valuation in a large purchase without some growth projections to justify it.
Plenty of good longterm big box retail but maybe only good for a nibble here. Comps are going to be tough but free money puts any thoughts of a hard pullback soon in doubt.
This isn't Ken's thread but he's the only one starting a fresh DGI port around here.
Sitting on excessive cash for long is rarely a great idea, nor is paying 20% above historical valuation in a large purchase without some growth projections to justify it.