YD, KMB has been in my watchlist for a long time, I am still scratching my head why I am not pulling the trigger on this one, meanwhile PG is a must on everybody's portfolio (at least in my eye) Great buys! FFF
I would say KMB and PG are both slightly above fair value even with the pullback, but I am willing to add to them at a premium since they are underweighted core holdings.
YD,
ReplyDeleteKMB has been in my watchlist for a long time, I am still scratching my head why I am not pulling the trigger on this one, meanwhile PG is a must on everybody's portfolio (at least in my eye)
Great buys!
FFF
I would say KMB and PG are both slightly above fair value even with the pullback, but I am willing to add to them at a premium since they are underweighted core holdings.
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