Lots of my div payers sold off w/ all this money flowing into AI stocks. NVDA is attracting all of this capital and they appear to be selling the value stocks.
Small adds today include:
LAND, QCOM, INTC, KMI, LXP, EMR, MAC, SBRA, EMR, O, MMM, D, SRC, BHP
probably one of the biggest Buy days for me as I am working getting my 20% cash deployed. Lots of those buys are dividend payers. Still only about 15% of my cash reserves deployed in today's buys.
Moving more money out of the Treasury Fund in 20% withdrawal chuncks to deploy into more of these value stocks as this AI buying frenzy continues. The boring Value stocks are getting sold and I will be there to scoop them up.
I want earnings growth, reasonable/low PE's and div yield (higher than my 4% Treasury fund).
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When there is a disruption in the market, opportunities present themselves. That is the time to strike and Buy what people are selling. Let them run to these AI stocks but only a few will be the big winners. |
