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Table Pounding Buys MAR 2020
#31
(03-18-2020, 02:47 PM)Binary Wrote: LOW, MAIN, O, WPC, SPG, MMM, HD, CMI, DIS, UTX just to name a feW


The biggest pounding is going to come from my WIFE  Big Grin
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#32
(03-18-2020, 02:58 PM)kblake Wrote:
(03-18-2020, 02:47 PM)Binary Wrote: LOW, MAIN, O, WPC, SPG, MMM, HD, CMI, DIS, UTX just to name a feW


The biggest pounding is going to come from my WIFE  Big Grin

I'd just buy a CD if my wife saw the brokerage account more than once a year.   Big Grin
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#33
PH Parker Hannifan is a good one for the watch list. Definitely not recession proof though.
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#34
(03-20-2020, 09:29 AM)fenders53 Wrote: PH Parker Hannifan is a good one for the watch list.  Definitely not recession proof though.

$10B of debt vs $1B of cash, that seems kind of worrisome in this kind of economy right now. But wish I got in under $100  Big Grin
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#35
(03-20-2020, 10:13 AM)stockguru Wrote:
(03-20-2020, 09:29 AM)fenders53 Wrote: PH Parker Hannifan is a good one for the watch list.  Definitely not recession proof though.

$10B of debt vs $1B of cash, that seems kind of worrisome in this kind of economy right now. But wish I got in under $100  Big Grin

Don't worry, they'll make more money.  I'm excited amount companies with only 10B in debt lol.  Smile 

Seriously though, it's a solid industrial with a good growth rate and their FCF is good.  There are just too many good industrials on sale now.  If I had any sense I would dump MMM and grab PH but I'm trying to resist the temptation to flip my port around  excessively.
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#36
(03-20-2020, 10:23 AM)fenders53 Wrote:
(03-20-2020, 10:13 AM)stockguru Wrote:
(03-20-2020, 09:29 AM)fenders53 Wrote: PH Parker Hannifan is a good one for the watch list.  Definitely not recession proof though.

$10B of debt vs $1B of cash, that seems kind of worrisome in this kind of economy right now. But wish I got in under $100  Big Grin

Don't worry, they'll make more money.  I'm excited amount companies with only 10B in debt lol.  Smile 

Seriously though, it's a solid industrial with a good growth rate and their FCF is good.  There are just too many good industrials on sale now.  If I had any sense I would dump MMM and grab PH but I'm trying to resist the temptation to flip my port around  excessively.

What about ETN fenders? I got my eye on this one
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#37
(03-20-2020, 10:41 AM)kblake Wrote:
(03-20-2020, 10:23 AM)fenders53 Wrote:
(03-20-2020, 10:13 AM)stockguru Wrote:
(03-20-2020, 09:29 AM)fenders53 Wrote: PH Parker Hannifan is a good one for the watch list.  Definitely not recession proof though.

$10B of debt vs $1B of cash, that seems kind of worrisome in this kind of economy right now. But wish I got in under $100  Big Grin

Don't worry, they'll make more money.  I'm excited amount companies with only 10B in debt lol.  Smile 

Seriously though, it's a solid industrial with a good growth rate and their FCF is good.  There are just too many good industrials on sale now.  If I had any sense I would dump MMM and grab PH but I'm trying to resist the temptation to flip my port around  excessively.

What about ETN fenders? I got my eye on this one
Good company I have tracked in the past.  My gut reaction is ABSOLUTELY not right now.  Too much exposure to sectors that are certain to struggle short to midterm even if the virus goes better than expected.  Keep it on your watch list and wait for the fire sale.  Too many other blue chip industrials on a better sale with at least a bit better outlook.
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