Oh, we agree on more than PEP. Heh, hmme, JNJ, I think, although I have not bought recently. MSFT perhaps, although I also missed recent lows. OK, let's see where else we agree. I seem to have moved into 3 directions recently:
- Smallcap Chinese stocks. You have some of those and they are all in the gutter and perhaps too much shame to talk for me or you.
- Oil. Not sure if you are still holding your Bakken, Marcellus and other shale plays, possibly they were mostly NG rather than oil. I concentrate on oil. We agree on COP maybe? Although I may switch out of it Buffett's investment notwithstanding. I think COP is too big, I don't like their integrated side, and I don't like the fact that they can't replace the oil they are producing.
- Buffett companies. Or what I thought them to be. Lots of disagreement and teeth gnashing here. :) I prefer my holdings of MSFT, GRMN, GLW, COH, PEP, JNJ, NKE, WYE, MMM here. Also HOG although I am not going to add to it, since concerns about it are real. I'd be looking to add to most of the above at right prices.
The problem is that I am much closer to you than you'd think. :) :( I have way too many positions and I should reduce their number, not add new names. My goal to exclude stocks so far is failing much more than I'd like to admit, so sorry if I try to discard almost everything I don't own.
Honestly in case of DIS I wanted to like it. So take for what it's worth, that finally I decided not to buy it. I may be wrong though. :)
Peace. |
