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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (64778)

9/7/2020 1:24:42 PM

From: E_K_S

1 Recommendation

Recommended By
The_Commodore

Read Replies (1) | Respond to of 78986

Here was a list of recent Buys by a seeking Alpha contributor. They sold many of the high growth, high PE tech companies and bought these.


Nutrien ( NTR) - I added 50% to my position Philip Morris ( PM) - I added 50% to my position Duke Energy ( DUK) - I added 40% to my position Southern Company ( SO)- I added 40% to my position Sempra Energy ( SRE) - I opened a new long position Berkshire Hathaway ( BRK.B) - I added 30% to my position Diageo ( DEO) - I added 30% to my position AT&T Inc. ( T) - I added 30% to my position Unilever ( UL) - I added 25% to my position Wells Fargo ( WFC) - I added 25% to my position Citigroup ( C.PK) - I added 25% to my position Kinder Morgan ( KMI) - I added 25% to my position IBM ( IBM) - I added 20% to my position Bayer ( OTCPK:BAYRY) - I added 20% to my position

I like the list but would not touch any Banks and/or cigarette stocks. I have made recent Buys in NTR, SRE, T KMI and IBM from the list. I notice BAYRY on that list and one you mentioned. I need to look at that again.

I believe at one time you owned a Mexican Tequila company. DEO is one I will put on my watch list.

DEO 3.3% div yield

Diageo is an multinational branded food and drinks company. Diageo has an outstanding portfolio of world-famous food and drinks brands include Smirnoff, Johnnie Walker, J&B, Gordon's, Malibu, Baileys, Guinness and Tanqueray.

(NOTE: Barchart.com shows 0% on ROA and ROE for all Foreign companies. I suspect DEO based in London may/could be why these numbers are 0%). From Yahoo Finance; ROA 6.78%; ROE 15.64%)

There is also going to be a Foreign Tax on their div.