What I Am Buying Today.
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What I Am Buying Today.
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01-25-2023, 10:38 AM
Adding to NSC here.
"BIG SURPRISE" fuel and personnel costs were up. I mean who saw that one coming? Apart from that the report was actually pretty good, so I definitely think this is a good place to add more. 
01-25-2023, 10:55 AM
Added a little ADP. It is still expensive but I have not added this one for years.
01-27-2023, 02:58 PM
Sold out of META, CRM, SHOP, SPOT and U
Picked up 10-20 points in each. Happy to get out Made the quick points and invested in back into quality and safety Added JNJ, ABBV, CVS, DE, CVX, UNH and AMGN
01-30-2023, 12:18 PM
Added to CM.to and MSFT.
Also sold out my tiny position in PG a few weeks back. I still like to idea of owning consumer staples, and I don't think there is anything wrong with PG. But there are too many things going against it now: -it's very expensive compared to it's growth prospects -at least Europe is going into some sort of a recession (not sure about the US, I guess that's possible too) which will hit PG relatively hard -strong USD will be a big drag on the earnings 
01-30-2023, 02:50 PM
(This post was last modified: 01-30-2023, 02:50 PM by ken-do-nim.)
I should mention that I sold out of my position in HAS when they tried to repeal the Open Game License 1.0a in a classic Darth Vader "I am altering the deal. Pray I do not alter it any further" move, and replace it with a draconian new licensing agreement that made it sound like anything written for D&D would be owned by them. That would be like Oracle saying any program written with JAVA is owned by them. After a couple weeks of fan outrage as well as competitors opening up new licensing agreements to compete with their old one, Hasbro did a complete reversal. And the stock tanked over 8% on Friday due to that, so glad I'd already sold out by then.
01-31-2023, 09:48 AM
New positions in CAT and NEE
Looks like those UNH and HUM buys paid off |
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