What I Am Buying Today.

[divmenow]

(04-19-2022, 11:51 AM)fenders53 Wrote:

(04-19-2022, 09:53 AM)Mr1share Wrote: Anyone buying SMG at these levels?

Be careful with that.  Input costs are a commodity with a substantial part coming from Russia/Ukraine.  They must have purchased most of what they needed before the war because Scotts products are  only up about 25% this spring.  I don't even know if they buy product from Russia but it is a world commodity.  I am thinking some demand destruction occurs this spring?   

The above is conjecture, but I am thinking give it some time and catch an earnings report.  Maybe the bottom is in already?  I think the chance of it launching high is poor this year.

I agree with Fenders. It's just not worth the risk even at these levels. Just better opportunities to pit your money. Even tech at this juncture is the better sector to be in. I'm talking about the GOOG and TXN of the world that still have a decent enough PE and growth rate.

This is my first response on here in months. Today I just had enough strength to write and hit post reply 

Today did some buying. Added TRV, EPR, GOOG, NEE and BX. 

TRV down over $10 was a nice time to nibble. It's not my 3rd largest holding. 

I have not added any new names to my portfolio in some time. Just adding. I did sell PM today as I already hold a big position in MO and don't need 2 in the sector 

Thought about GNRC like Fenders but passed with the housing numbers and growth slowing. Waiting for PE under 25 

Some others on my buy list are CARR, ITW, ETN, SBUX and a few others.

We are still dealing with I with rising interest rates , inflation, war, china ect .. but let’s hope we are getting close to bottom in tech. That's the sector I'm scoping to start new positions in. Waiting too see earnings from NFLX and others for further dips.  PYPL PE less then 25 now so that one has my eye.