CAG, GEN, OGN and PYPL
Added to today in the catching the falling knife Dept
Brought More OGN at $16.79 (No need to explain why, I'm sick of the stock at this point, eventhough I clearly think it is the best idea I had for years, right now the best idea to lose alot of money.)
Brought More CAG At $27.72 (Another Falling Knife, this company is essentially now trading at less than 10 times next year earnings for a food stock. Has a divy yield over 5%. Had to buy more under $28 as that means the yield has climbed over 5%. A 5% Divy Yield, with a less than 10 PE going foward, on a recession resistant stock sounds attractive to me. Hence I brought more.
Brought More GEN At $17.94 (Another Falling Knife, and My second largest holding). I believe in cyber security and protection, for consumers, and I believe GEN is the play. Trade at about 9 times this years earnings, I believe it is worth a 15 multiple, and they have a plan to get to $3 exiting fy 25, whether they get there or not, the point is quarterly earnings I expect to be going up sequentially essentially every quarter from here. I think it is a bargain here.
Brought More PYPL At $56.68, I Continue to believe in PYPL, The Stock is probably trading at just 9 times or so next years earnings in my opinion. They have an active buyback, good growth prospects, and the stock is back to 2017 levels, Granted than earnings were about 1/3 of what they are gonna be this year. Let alone Next year.The stock is dirt cheap at this point given it's growth prospects so had no choice but to buy more.
All is just my opinion, and I could always be wrong though.
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