Young and Older Folk Portfolio Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Young and Older Folk Portfolio

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: chowder who wrote (552)	12/7/2021 2:44:06 AM
From: Adam B	Read Replies (1) of 21983

Re: Strategy for 2022 I agree with adding to perennially overvalued strong performers when there is nothing else to purchase. I expect crypto will be hurt more than equities as bond yields rise but equities will also be affected. My only critique is if I were focusing on only 5 positions, I wouldn't include 2 retailers. LOW and COST are both great (personally I prefer COST, but LOW does have good growth), but I would pick one of them and replace the other with something in another industry. Without much research, HSY comes to mind as a potential. I think it's a bit overvalued at the moment (and has been for a while), but it has been growing well and has the potential to keep growing as it passes Mars in sweets and expands it's salty snack offerings. HSY's annualized 5 year growth rate is 21.3% vs COST at 16.2%.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next