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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (78754)12/19/2025 12:45:09 PM
From: Madharry  Read Replies (1) of 79147
 
FWIW analyst came on CNBC and recommended NIKE as buy now - said that market cap was small in relationship to sales , said that US was already improving and that China would bottom out in 6 quarters.
I am staying away.

OTOH I love the progress that HHH is making . They have a deal to buy an insurance company , on terms that I believe are favorable to HHH shareholders. So I added to my HHH position. I had to sell something so i took my nice profit in AMAT and sold it.
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