More fills - NSRGY (34$, finally), EONGY (31.6$, yet again), PG 52.4$ (first time), more TEL (13.65$) and CAT (30$)
Small buys that keep adding up.. Consumer staples getting whacked nowadays. I think they are reasonable cheap and and should survive even scary economy like we have today. I own PEP, NSRGY, PG, MO, PM in this space.
GE is really getting shafted here. Right now it looks like the industrial part should be worth at least 10-12$ which means that the finance part is free. Obviously a lot of folks think it's worth less than zero. Could well be the case, they have their fingers in a lot of business where others have gotten burned like commercial RE, consumer finance. |
