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What would you buy...
#21
MMM and CAT are getting close.  A few more bad market days in a row would make my list much longer.  Hopefully we will see the peak in tariffs soon.   If earnings estimates are going to be revised downward, that would be a good time to initiate some initial positions IMO.
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#22
These analysts haven't even lowered numbers yet for these companies to reflect tariffs. You wont see these companies getting really affected until 2020

MMM is not on my shopping list yet because I see things getting worse there and management is horrible. If it gets under $140 I will take a position.Think about this. MMM was doing bad even when there wasn't any tariffs lol. Plus 50% of their business is outside the US.

Ones that are right near my buy in targets - CMI, CAT, EMN, ROK, CAH, CSCO MO, and VNO (i'm sure there's lost more now with the market down 600 lol)

I'm just glad I bought Gold stocks a few months back. They have really helped offset my losses. This sector will continue to outperform the market.
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#23
Living to 150 years??!! lol

There's a lot to like...MO/ADM/KR/EMR/CAH/WBA/CVS/AOS/ETN/GILD/ABBV....pipelines, oil and gas companies, defense contractors/Boeing! etc etc etc

but one that I've started a small position not that long ago and my newest new buy is ALB...this is a long term play for me...obviously

I'm also thinking about some Chinese stocks even though I think we shouldn't even make a deal with China...China is bad, very very very bad....Bad China...But it's always about the greenback, the almighty dollar, and making a buck even while risking long term safety, technology, democracy, freedom....whatever...in order to make a buck or short term gain...nothing is off the table. A deal will be made and they won't abide by it--it's who they are...It's like Nick Foles, I don't care he helped the Eagles win a Super Bowl, he's a solid backup and that's where he'll fall in line, this starting position might end up ending his career for good.
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#24
(08-24-2019, 09:33 AM)divmenow Wrote: These analysts haven't even lowered numbers yet for these companies to reflect tariffs.  You wont see these companies getting really affected until 2020

MMM is not on my shopping list yet because I see things getting worse there and management is horrible. If it gets under $140 I will take a position.Think about this. MMM was doing bad even when there wasn't any tariffs lol. Plus 50% of their business is outside the US.

Ones that are right near my buy in targets - CMI, CAT, EMN, ROK, CAH, CSCO MO, and VNO (i'm sure there's lost more now with the market down 600 lol)

I'm just glad I bought Gold stocks a few months back. They have really helped offset my losses. This sector will continue to outperform the market.

Are you getting me back for the GE comment on the insider buys thread?  Smile   MMM is on and off my shopping list.  Your points are well taken.  I am going to wade in at some point.  It's way too early to dive.  Smile
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#25
(08-24-2019, 09:45 PM)fenders53 Wrote:
(08-24-2019, 09:33 AM)divmenow Wrote: These analysts haven't even lowered numbers yet for these companies to reflect tariffs.  You wont see these companies getting really affected until 2020

MMM is not on my shopping list yet because I see things getting worse there and management is horrible. If it gets under $140 I will take a position.Think about this. MMM was doing bad even when there wasn't any tariffs lol. Plus 50% of their business is outside the US.

Ones that are right near my buy in targets - CMI, CAT, EMN, ROK, CAH, CSCO MO, and VNO (i'm sure there's lost more now with the market down 600 lol)

I'm just glad I bought Gold stocks a few months back. They have really helped offset my losses. This sector will continue to outperform the market.

Are you getting me back for the GE comment on the insider buys thread?  Smile   MMM is on and off my shopping list.  Your points are well taken.  I am going to wade in at some point.  It's way too early to dive.  Smile
HAHA not at all. Just stating the facts lol
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#26
Took a very small position this morning in NOC and LHX - 15 shares each. Enough to get started and will buy more if more weakness occurs

Added to MO and PFE. These are now in my top 5 largest holdings.

I see BEN was mentioned here. I may buy this by the end of day. 3.8% dividend is nice
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#27
I'm thinking about adding a little BEN and MO today or tomorrow myself!
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#28
PM and MO merger talk
https://seekingalpha.com/news/3494693-ph...kes-rounds
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#29
(08-26-2019, 02:53 PM)MikeWa Wrote: PM and MO merger talk
https://seekingalpha.com/news/3494693-ph...kes-rounds

It will never happen. Just some fake news. PM was a great buy today on a silly rumor.
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#30
(08-26-2019, 04:19 PM)stockguru Wrote:
(08-26-2019, 02:53 PM)MikeWa Wrote: PM and MO merger talk
https://seekingalpha.com/news/3494693-ph...kes-rounds

It will never happen. Just some fake news. PM was a great buy today on a silly rumor.

It may be even a better buy today. PM premarket is around 75.5
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