09-21-2016, 08:30 AM
Curious as to why you sold MSFT and MCD, was it simply to re-weight the portfolio a bit?
I think FLO was a good value here. There are some questions about the business and the pending lawsuit, but in the long run I think it will continue to be a good stock to own. Also hard to go wrong with AAPL as well. I don't know what price you paid, but it has had a nice move up here in the last few weeks.
As for staples, CVS, KR, and WBA look to be the most reasonably valued from my watch list.
I think FLO was a good value here. There are some questions about the business and the pending lawsuit, but in the long run I think it will continue to be a good stock to own. Also hard to go wrong with AAPL as well. I don't know what price you paid, but it has had a nice move up here in the last few weeks.
As for staples, CVS, KR, and WBA look to be the most reasonably valued from my watch list.