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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (868)3/16/2022 10:19:24 PM
From: chowder3 Recommendations

Recommended By
INCOGNIT0$
Menominee
red cardinal

   of 21877
 
Re: Old Folk Portfolio ... Strengths and Weaknesses

Part of the trimming and buying process of late has to do with me trying to preserve capital while looking for strengths and weaknesses. So far the portfolio is down just 3.3% while the S&P 500 is down 8.28%.
With this in mind, I'm continuing with the process of trimming weakness and hopefully buying strength.

In looking at technology I sold all of the TXN shares and replaced them with MSFT.

TXN is expected to show just 7% earnings growth this year and MSFT 22% earnings growth.

As a result, TXN is picking up hold and sell calls as opposed to buy and MSFT has a ton of buy calls.

Buy, Hold, Sell:

TXN .. 33-144-10
MSFT .. 122-4-0
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In this account WPC is too large a position for a company expected to show just 1% earnings growth and declining dividend growth.

I trimmed $50K worth of WPC and bought $25K each of VICI and PH.

VICI is vastly undervalued. When I do a DCF Flow analysis to determine the company's intrinsic value:

Base Scenario - $50.90
Closing Price - $26.98

Analyst Ratings:
47-3-0

PH is an industrial expected to show 15% earnings growth. Intrinsic Value:

Base Scenario - $348.83
Closing Price - $279.14

Analyst Ratings:
36-8-2

Then I added $5K to AEP.
---------------------------------

I think I am improving the potential future results by trimming weakness and buying strength. We'll see.
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