What are your winners & losers today?

[fenders53]

(08-17-2021, 06:04 PM)ken-do-nim Wrote:

(08-17-2021, 04:58 PM)NilesMike Wrote: HD took a beating

ABBV at all time highs.

Yes poor HD

JNJ at an all-time high too (I've been watching it).  Although it has definitely taken off since I berated it for no movement, I'm not sorry because I took everything I had in JNJ and moved it into CURE, which is 10% JNJ anyway, and CURE has been my star this year.

Don't get shaken out of HD Ken.  They have been a top 5 retailer for a very long time.  Retail is VERY complicated right now.  YOY COMPS are just insane.  It's entirely possible they could put up a flat quarter this year.  I could list ten reasons why a lesser company could have missed earnings today but they mitigated every problem they could.  A weak quarter would be a long-term gift as you could add some shares that aren't over-priced.  I will buy my HD back if we get a dip and I will buy it aggressively if it keeps falling.  The market loves HD so you generally have to wait for a very rough market to get a great deal on shares.