03-04-2018, 10:40 AM
(03-03-2018, 07:30 PM)RyanCMason Wrote: Been looking at stocks I've owned for awhile and are down considerably. Planning on adding to these positions in the upcoming weeks. Wanted to know what your opinions are?UPS to me is a great buy. The Amazon news is way over blown. Amazon still need UPS even if they get there own delivery trucks up and running.
Dominion Energy
Duke Energy
Hershey -
Kimberly Clark
Merck
Procter and Gamble
Southern Company
UPS
Exxon Mobil -
I've noticed most of these companies are utilities or consumer staples that have been getting hit the hardest.
Utilities I'm not a fan of. Interest rates all on the rise and this group will suffer. Quite frankly all high dividend stocks will suffer going forward. Most are still trading at high valuations based on historic yield levels. But I did buy some SO because that stock is at a yield level that hasn't been seen in over 3 years. D no ones likes the deal they made with Scana. It hasn't recovered since they made the deal.
XOM - Great buy at these levels. (I have been adding here)
PG - Not a fan of either. Just think about it. Ever since Peltz joined the board it has cratered. The talk is the stock is headed to $70. I'm waiting on that one. No need to rush in just yet.
HSY - I just bought so like it here.
MRK - Just too much negativity on that stock and CEO Frazier must go. I would much rather own PFE or LLY
KMB - Can't go wrong at these levels. Good long term buy
I also like CVS here