A few years ago when TGT was climbing above $200, I was arguing with somebody on the internet saying that the price was crazy and was just a temporary covid effect. I was going to wait for the price to hit around $80/$90 before I would be tempted to buy.
Well, it’s hovering around $105 now, so not too far off and 200 SMA would be around $100. Metrics seem pretty good. Is this a bargain in plain sight (yes, yes let’s ignore tariff fears etc.)
Another stock is VTRS. I never really liked this much, but now that it has fallen to <$10 per share, this is attractive, right?
KHC and CAG are also starting to look tempting. I put a couple of buy orders in and the price is getting close.
I own Viatris due to the spin-off from Pfizer I think. Did keep them, nice dividend and they fulfill all of my criteria. Even bought some more.
Target is on my blacklist for the mechanical momentum system because I lost money with it in 2018 and once is enough. There is nothing wrong with the stock, just if my mechanics don’t work once I don’t try again.
Kraft Heinz and Conagra are nice dividend stocks, fulfill all my cash flow criteria. Probably a candidate when I search for something in this sector, but it is the sector where one finds the most dividend stocks… and sector diversification is very important.
Few days back we had a presentation from SAP where they had listed ongoing implementation of S4 HANA across multiple firms. I was really amazed to see how wide their portfolio was.
As per SAP website,
SAP is the backbone of many of the world’s most successful companies. Over 90% of Fortune 500 companies use SAP solutions to manage key business processes, enhance operational efficiency, and gain a competitive edge through data-driven decision-making.
Sorry, I just share the stocks if you don’t mind. My strategy is based on some books I did read and some that were not even written. Because who the hell would write a book when he could make real money instead..
And don’t worry, it is down YTD at the moment 11%. The XIRR since 2020 is still 23.75%.
I did test some strategies from “what works on Wall Street” in forward dry runs but they did not provide what I was looking for. The main problem is not what you buy, it is what you should just leave laying there…
And then just hold as long as possible… but not longer.
Just this morning, I was bemoaning the fact that the share price of AWE.L dipped to around $93 just shy of my buy order.
This afternoon, I look again and I see it is now up 50% to $140 (I had a sell order at $140.8 so I was notified of this). Apparently, Qualcomm may acquire the company. Hopefully at a much higher price. Searching for news, I found a news article that ARM/Softbank were considering an offer too.
I don’t like it. 2012 I had 8 buyouts in my portfolio. Of course it is always a nice short-time bump, but I’m in the game for the long run. And in the long run the company is worth more and it was just the idiots on the stock market that put such a low value on it. Somebody very rich had the same opinion I had and cheated me out of my shares and I cannot do anything against it. That is what I call a buyout. Of course I buy beautiful brides, but not to sell them so soon without fulfilling their purpose (that is bring me even more money).
One of the first stocks I bought in my life was TelePizza in Spain. A few pizza spots, went private in the 90s and I multiplied my investment at the buyout. But wait, today you cannot go to any corner of the country of Spain without seeing a TelePizza. I guess they made a shitload more money than they had to pay me then.
Yes. I had a few buyouts and you are right, they are not good. I was really annoyed at one which got bought out. (I’m looking at you Softbank, stealing away ARM)!
I think this buyout will not go ahead as I don’t think they will agree on price unless QCOM are willing to pay a staggering premium to the current price.
I think we’ll see the value of this company become more apparent in about 3 years time.
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