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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (856)3/16/2022 10:04:49 PM
From: chowder2 Recommendations

Recommended By
Menominee
red cardinal

  Read Replies (3) of 21855
 
Re: Middle Age Portfolio ... Buys and Sells

Today I sold the position in MMP and I took out new positions in D and MDLZ. I also added to MSFT.

In reviewing the energy holdings under management, I noticed that MMP was the weakest of all positions. It is the only energy company any of us own that is expected to show negative earnings growth this year. Analysts aren't that impressed with them either with 11 Buy - 30 Hold - 6 Sell.

I have been wanting to add D to this portfolio, it was fairly valued, is expected to show a steady 6-7% earnings growth rate this year and next, and they are expected to announce a 6% dividend increase this year. Analysts have 28 Buys - 16 Hold - 3 Sell so it equates to a Moderate Buy for me and that's what I did. I took out a starter position.

This portfolio lacks food companies in the consumer staple sector and MDLZ presented the best value as of today. Nearly all of the consumer staples are fully valued or selling at a premium to fair value and MDLZ seems to be fully valued. Analysts call for 52 Buy - 8 Hold - 0 Sell. No other consumer staple, of the companies on my list, have a better rating than MDLZ. They are expected to show a steady 9% earnings growth rate this year and next.

MSFT is undervalued slightly according to Morningstar and fairly valued according to CFRA. The earnings growth this year is expected to be very strong, expectations are for 22% earnings growth and next year higher than that. Analysts really like this company with 122 Buy - 4 Hold - 0 Sell.

This MSFT position is up 204% in this portfolio and is still just under a full position. My focus has been on higher yields so MSFT had to wait its turn. The income goals are being met so I can afford to continue adding small amounts to this position now as we move forward.
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