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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (64198)6/15/2020 9:33:09 PM
From: Spekulatius1 Recommendation

Recommended By
E_K_S

  Read Replies (1) of 78777
 
I rode some KTB for a swing trade from $14 (and change) to $20. It’s also levered, but in a way better shape than TLRD. For a longer term investment LEVI looks interesting in a correction. It’s a better business than KTB and has the way better balance sheet. I am a customer of their and bought some items f9m the online. They do a good job marketing directly to consumers, imo.

On another note, I bought some MRK today. They have struggled for a while and going through 2 reorgs after the merger with Schering Plough, but seems to be hitting their stride now. 3.3% dividend yield and they should be making at least $6/share next year, not bad for $74 stock. Great balance sheet and their top notch vaccine tech might lead to some surprise if they get a COVID-19 vaccine to market early.

It jut noticed that E_K_S posted on PFE. I looked at this stock too ,but didn’t like their product portfolio and their pipeline seems no-him as well. (I might be wrong here).

I think MRK is a better bet. Another one I like is Roche (RHBBY), but as a Swiss co. the dividend taxation is a bit prohibitive.
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