Sold out KHC, had bought this after I saw burry buying it. Had a 12% run up, now started to get overvalued with no growth. not bad for a 2-3 month hold. used the proceed to buy kmb. The growth outlook is better on kmb + 1 less stock to worry in port + kmb looks undervalued on a 10 yr chart.
Going slow on kmb, I think it has a little more room to fall.
Added more BABA, UNM, OXY, small position in clov.
Going slow on kmb, I think it has a little more room to fall.
Added more BABA, UNM, OXY, small position in clov.