Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: SeeksQuality who wrote (7174)	8/1/2024 8:30:31 AM
From: HC Builder	Respond to of 21999

Same here; didn't expect to see the quarter that bad though. Also wishing I'd gone overweight on MDLZ.

To: SeeksQuality who wrote (7174)	8/1/2024 10:14:29 AM
From: ChillyWillie	Respond to of 21999

RE: HSY Sold my small position and expect that the 185 puts I sold will expire tomorrow. Replaced with NSRGY. Looked reasonable to me, 99 safety score, 3.37% yield which is 33% above the 5 year average. Downside--annual dividend, not quarterly. Bill

To: SeeksQuality who wrote (7174)	8/1/2024 10:32:21 AM
From: dan1944	Read Replies (1) \| Respond to of 21999

HSY earnings definitely ugly, but I'm holding that one. Keep hoping for the commodity squeeze to ease off, but that clearly isn't the case yet. They'll just have to manage through - and it might be measured in years rather than quarters. This clearly indicates (at least to me) that you believe that HSY is a good long term investment. I am curious about the reasoning behind this judgement. Is it primarily because of (past and future) operational performance, because of brand dominance, portfolio role, or other factors? I am also a long time holder but to be honest I am beginning to lose faith in the firm. dan