You probably figured that boring KMB is my kind of stock. It is, but I don't own it. Nice dividend.
Funny, a few days ago I clicked thru a bunch of IHUB biotechs. Jeesh they've collapsed! Half of IHUB piled into that sector and predictably have been slaughtered. Elite pharmaceuticals, which i slightly follow, just failed to get an FDA approval and fell 60%. Typical IHUB penny cult stock.
Only thing I know about GILD is that every mutual fund holds a ton of it. Perfect example of a sector that Buffett avoids: high tech, faddish and probably almost impossible to research.
I look at DLTH sometime and it's still holding up nicely. I'd imagine their products sell much better in wintertime. I was wrong about it, but recent IPOs often run out of steam in 6-12 months.
off to bed now...
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