The “noise” is the issues with Russia (Turkey, etc..) law suits. Rumblings of CEO/ management lacking vision and unhealthy work environments. FCF may not be increasing but I haven’t looked into that much. That said the noise may be helping to reduce the price. I think Peter Lynch stated sometimes the negative news is a positive for the investor.
The only real potential issue would be a significant loss in search market search. They are quickly diversifying, but not enough yet to be resilient in case of an issue in this segment
It is a “diversification” in hopes of faster growth. Some of my core are WMT, XOM, GE, BSX, RELX, BTI, KO, SCHD and three vanguard funds. lol it’s kinda all over the place I need to clean it up some. I also have some other minor holdings.
Thank you for this timely article! I've been guilty of all 3 don'ts and will apply your recommendations. I'm currently looking into value stocks with lower PE and paying dividends to ride out some of this volatility. Could you please analyze KMB?
Thank you for the insightful article. I found it very informative. Could you please analyze the Ticker MCHP and provide its buy zones?
Best regards,Franco
Noted! It will be in my article next Tuesday
Anyone looking to buy Google on the dip? Still feeling like the company is solid quality?
I already increased my position and will happily to more but I need an even better price as I am too close to my average buying price
So you’re feeling like it’s still fundamentally solid as a core holding. I might be letting the “noise” get in my head lol.
I am yes. For no, I didn't see a reason to change my investment thesis. What do you have in mind?
I’m hoping for a $148 price.
The “noise” is the issues with Russia (Turkey, etc..) law suits. Rumblings of CEO/ management lacking vision and unhealthy work environments. FCF may not be increasing but I haven’t looked into that much. That said the noise may be helping to reduce the price. I think Peter Lynch stated sometimes the negative news is a positive for the investor.
The only real potential issue would be a significant loss in search market search. They are quickly diversifying, but not enough yet to be resilient in case of an issue in this segment
This strategy was helpful for sure. Any thoughts on CORT or CIX analysis would be appreciated.
However it is a biotech then it should be a diversification investment and not a core investment
It is a “diversification” in hopes of faster growth. Some of my core are WMT, XOM, GE, BSX, RELX, BTI, KO, SCHD and three vanguard funds. lol it’s kinda all over the place I need to clean it up some. I also have some other minor holdings.
I don't know CIX (I will take a look). Corcept Therapeutics is interesting, already profitable, strong net cash position and interesting pipeline
Thanks for your good work. I'm very interestd in your buy zones for ADYEN and BESI.
Noted. It will be published tomorrow!
Thank you for this timely article! I've been guilty of all 3 don'ts and will apply your recommendations. I'm currently looking into value stocks with lower PE and paying dividends to ride out some of this volatility. Could you please analyze KMB?
Yeah sure, I will add it in my article tomorrow