What I Am Buying Today.

[fenders53]

(10-05-2021, 09:56 AM)Kerim Wrote:

(10-05-2021, 07:46 AM)fenders53 Wrote: Or am I just overthinking this, earnings will be wonderful and supply chain issues are just bunk?  It's not like F is crashing to my amazement.

Hard to overthink in an economy as scrambled as this one. My own guess is that the supply chain issues are going to take longer to sort than I (at least) previously imagined. But no easy task figuring out which companies will weather it best.

I only see my own little part of retail.  I don't get out much other than a few days a week to HD to sell some custom doors I can't get for 16 weeks.  HD just bought their first container ship.  Lumber stacked to the ceiling and short on very common plastic stuff like electrical conduit.  As long as tools arrive in time for Christmas presents I see little issue.  Meanwhile my DG stock is getting crushed and other general merchandisers have already warned.  Just spoke to a guy who found a Toyota Highlander SUV he wanted.  Those aren't that rare normally.  The only one available anywhere near his desired package within 600 miles.  And only $61K for a decked out soccer Mom van lol.