07-09-2019, 11:01 AM
Thread Rating:
What Did You Buy Today?
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07-09-2019, 11:03 AM
(07-09-2019, 10:32 AM)stockguru Wrote: I would like to get your thoughts on TPR which is the old Coach. The stock I wouldn't consider TPR anything more than a speculative buy. BBB- credit rating and no dividend raises since 2013 pretty much disqualifies it as a DGI stock.
07-09-2019, 12:10 PM
Added more MMM, probably my largest holding now
07-10-2019, 09:02 AM
Put some pooled dividends into CHWY and TD this morning.
07-10-2019, 09:32 AM
Just curious why CHWY? I shop there too but there’s a lot of competition in
that space with Petsmart, Petco, Target, Walmart, And Amazon.
07-10-2019, 09:44 AM
(07-10-2019, 09:32 AM)stockguru Wrote: Just curious why CHWY? I shop there too but there’s a lot of competition in The fanatical customer base that they develop through excellent customer service/support. My wife refuses to shop anywhere else for pet supplies, and she is otherwise an Amazon addict. Retail is a low-margin business, but the pet food/supply/medicine market is growing at an impressive clip. I think CHWY is well positioned to grow its already substantial chunk of this market going forward. I could be wrong, but it is a tiny part of my overall portfolio. Don't have a ton of retail in my portfolio, but am an opportunistic buyer. Bought TGT several years back after the data breach and AMZN scare at $56/share, and have been pleased with it. I think I'll be happy with having purchased CHWY in the $30s a decade from now. Could easily dip into the $20s if the economy tanks in the near-term, but I'm content to initiate and start building out my position now.
07-10-2019, 10:22 AM
Does CHWY anticipate having a dividend in the near future?
07-10-2019, 10:33 AM
07-11-2019, 11:03 AM
Added to T and WBA today.
07-11-2019, 12:18 PM
Initiated a position in LHX.
This will be my smaller defense play for the moment, a big pile of RTN is still sitting there and waiting to see what happens with the merger.
07-11-2019, 06:53 PM
07-11-2019, 06:54 PM
Added to my IRM position
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