What Did You Buy Today?

[fenders53]

(09-01-2021, 09:21 AM)stockguru Wrote:

(09-01-2021, 09:11 AM)fenders53 Wrote: [quote pid='28446' dateline='1630505142']
NSC, APD and CMI are names I'm looking to add too. There are some nice dips if you can find them lol

I think APD and CMI are dead money for awhile but good long-term DGI stocks.  They just ran too high last year. They dipped but they aren't cheap yet.  APD has to stop blowing earnings reports as they have many times the past few years.  You would think they can handle their analysts better.

I disagree with that. With the infrastructure bill now approved these stocks will see an uptick. 


CMI forward PE of 14 and yield of 2.5%

Yes ADP has missed earnings like 6-7 quarters but if that didn't happen it would be a $350 stock now. But you get it at a discount now. 

APD a bit expensive  yes but at a 28 forward PE not overly expensive like some. 

CAT as well has been taken a hit

Meanwhile TECH continues to shine and gets more expensive by the day 
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ADP and CAT are expensive period by any historical standard.  We can argue back and forth ten posts if you like lol, but it depends on the timeframe.  MGA is another in this category.  I am extremely confident in them longterm.  Next month? Who the hell knows.  

CMI isn't horrible here but they command a low PE like most mature industrials.  CMI just caught too much air like MGA and CAT.

And I thought you cashed out two weeks ago and went all in on covered call selling ETFs? Did I miss a market crash since then?