Replies to post #107776 on Savvy Trades and Investments

[SSKILLZ1]

I disagree with your analysis. All stocks are going down because of higher interest rates. Anything with a Yield is going down because of Interest rates (Less competitive, alot of my buys have yield). If your a medical device maker your going down because there weight loss drugs are gonna stop people from needing surgeries (Not sure what is more hyped AI, or these weight loss drugs), if your a food company people will no longer need food apparently. If your a utility, Higher yields mean sell. If your a reit, higher yields mean sell. If you are a consumer staples, higher yields mean sell. Heck even healthcare stocks aren't doing too great. if your not one of the mega cap tech stocks this year, it hasn't been a good year. It really is that simple, multiple on things continue to drop. What can I say I believe I will be right on alot of these stocks in the long run, obviously some of them won't work out, nobody shoots anywhere near 100%, but right now they are all wrong, so I miscalculated how much affect Higher Interest rates would affect the stock price on stocks, that much is true. The average stock has gotten hit waaaaaaaaaaaaaaaay harder than the broader market in my opinion over the last several months. All is just my opinion, and I could always be wrong though.

[SSKILLZ1]

(AES,ASO,CAG,ELAN,OGN,and PVH)

I added More today of All of the Following.

I added more to AES, at $11.64. If they hit there guidance. The stock is trading at 6 times next years earnings, With a yiled that is currently 5.7% at the buy price, and my prediction is they will increase the divy in the coming quarters when they always do. Hence that buy will be pushing 6% on a utility at my buy price.

I added more ASO At $42.89, Probably trading a little over 5 times earnings. The most exciting thing about ASO, is this expanding retailer, as there are plenty of geographical areas they don't serve, I believe they will be gaining market share as they enter new geographical areas, as they have roughly 1/3 the store of DKS, and 1/4 the store of HIBB, and are planning to add roguhly 50% more store through 2027. Has a good stock buyback as well. And are making collaborations with brands like fanatics, and LL bean.

Brought more CAG At $25.45 CAG reported earnings yesterday they earned .66 adjusted which beat estimates, and they kept guidance at $2.70-2.75. Hence The stock is what trading at just 9 times earnings where I brought and probably about 8 times next years. Yields a whopping and safe 5.5% at the price Ipurchased today.

Brought more ELAN At $9.26 ELAN I'm excited about this animal health play, I also think growth will return in the 2nd half of the year and more in fy 24 with there exciting pipeline. I expect $1.00+ in the next fy time will tell. Seems too cheap to me.

Brought More OGN At $15.99 I added more, we know the story with this one my favorite idea. Why did I add today it now yields 7% at that price. Hence I added more.

Brought More PVH at $69.59 Stock has been beaten up recently. Has earnings guidance Of $10.35, hence a PE less than 7x this years earnings. PVH has an aggressive buyback as well. Continue to believe the stock is signifcantly undervalued

All is just my opinion, and I could always be wrong though.