Some adds today for me in tracking positions. (Not all are value buys.)
As they hit new lows: KDP, MKC, NOMD, PRGO, TGT.
Also CHD at lows. I want to enter Church and Dwight, because it fits into my buying/holding stocks of products I continually use. Here, Oxyclean every week. Very expensive stock still, and I'm not expecting much from it, but I'm okay with all that in a tracking few shares
On the new-highs end, insurer AII hits a new high, and I added a few shares to just a tracking position.
finance.yahoo.com
Late to the gold party, I'll swap out a few shares of losing position VALE, and take a small position in Sprott Physical Gold Trust, PHYS. I chose this because I'm willing to believe gold price can go higher, and I'm willing to go with that. And just avoid the aspect of dealing with mining companies, even if that were to be more profitable.
I'll follow Elroy with a tracking position in LXU. And fwiw, I'm also still holding on to a few units of fertilizer stock UAN. |
