02-05-2023, 11:31 AM
(02-05-2023, 08:42 AM)fenders53 Wrote: Ken, I like your idea to provide a brief explanation. I lost interest in reading swing trade stock picks. I will share some of my recent buys soon.
TXRH is my second largest holding. Only restaurant I will own. Not super cheap, but then again staples are carrying 25 PEs.
I want to like F but the industry is uninvestible way too often and you give all your gains back. I will give F a look when their competitors are in deep financial trouble.
over the last 10 years...
TXRH w/o dividend reinvestment average annual total return has been 20.7%--10k turns into 62k and change
F w/o dividend reinvestment average annual total return has been 3.27%--10k turns into 13k and change
certain companies are better run companies then others, in turn make better investments--imho--ford has been a poor investment for decades so i put it in the "why bother" category, too much against ford and the big 3--expensive legacy problems, but for me it's the technology behind these companies, they're behind the times and have a lot of catching up to do--when and how is that going to happen??