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

To: Paul Senior who wrote (78526)	11/18/2025 1:27:31 PM
From: E_K_S	2 Recommendations Recommended By JohnyP Lance Bredvold Read Replies (1) \| Respond to of 78767

Re: Clorox Company (CLX) I am at a 75% position as I scale into this name. Small buys this week and avg cost at $111.28/share. Next Buys at/near $95/share. At/near a 11 year low; 15.3x PE 4.86% div ------------------------------------------------------- New adds as I buy back tax harvested shares (after 31 days): BFS (10.8x PE 7.9% Div) & XRAY (6.6x PE 6.16% div) New position in BFSpD 6.125%; Yield on cost 7.7% (in ROTH account for income) Also small Adds CARR (19.4x PE 1.7% div; exposure to AI Datacenters & Home remodel & new construction) BLDR low PE 12.8x (HS missed on earnings so had BLDR on my Buy list) HIVE (a Bitcoin & Ai Datacenter play; excelent FCF, no debt mining Bitcoin to build out Hybrid Data Centers) NSA & CAG (In both Roth and taxable account) New Position American Tower Corp (AMT) 3.7% div yield put in ROTH get exposure to AI Datacenters (peeled off some KBWY ETF to build AMT position) Embecta Corp (EMBC) (spin off from BAX; loaded w/ debt but 5x PE w/ diebitas needle division) Sells: 50% Tax Loss Harvest Americold Realty Trust (COLD) selling high cost shares will revisit in 31 days TGT peeled off 25% of high cost shares for small gain (waiting for earnings then will add shares) AOS closed out this for small gain and put proceeds into more CARR peeled off AEO & SOLV (used proceeds to add to Pharma Basket) ---------------------------------------------------- Pharma & Medical Devise Basket been building position since 1/2025 JNJ, MRK, BMY, NVO, ABBV, MDT, REGN, OGN, ZBH, SOLV These stocks have performed extrtemely well last 30 days as many high tech stocks have sold off. JNJ, ABBV & MDT at/near all time highs MDT +5.66% on earnings beat & higher guidance