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Replies to #180 on Great Stocks

fung_derf

02/16/24 12:26 PM

#181 RE: gfp927z #180

I've owned HSY since 11/21 at $176, so it's just been pretty so so. A few stocks I bought near the end of Covid should have been short term plays. It has done neither good nor bad I guess. Well actually it's up 9% plus the dividends in a bit over 2 years so I wouldn't classify that as not bad. I think there are better places to be.
As for Warren, I wish he would start buying $DE. I bought it as an AI play, but this week has hammered it.
Does BRK own $LEN? The chart looks like something he has affected. I wonder his feelings on $PFE?
Wondering how the loss of Charlie will start affecting the stock?

fung_derf

02/16/24 1:09 PM

#182 RE: gfp927z #180

$UFPI is on the run again You may want to check it out. I've done quite well with it.

US homebuilder sentiment climbed to six-month high in February:
Sentiment among US homebuilders rose to a six-month high in February as buyers continued to take advantage of mortgage rates that have fallen from their October peaks. The National Association of Home Builders gauge of housing market conditions rose by 4 points to 48 this month, according to data released Thursday. The NAHB’s measure of expected sales increased three points, while gauges of prospective buyer traffic and current sales also rose. Builder sentiment climbed in all four regions of the US, with especially strong gains in the West and Northeast. With mortgage rates still down from their fall peaks, fewer builders are cutting prices to lure customers. In February, 25% of builders reported cutting prices, compared with 31% who trimmed prices a month earlier. The average price reduction has stayed at 6% for eight months. The share of builders offering incentives to customers also declined, to 58% in February from 62%. Bloomberg.com