Yeah don't like them either. GIS: up by +37% YTD (Vs. SPX: +24%) Total Annualized ROR (20yr): 6.7% (Vs. SPX: 5.2%) CLX: Total Annualized RoR (20yr.): 8.9% (Vs. SPX: +5.2%) KO: 57 years of consecutive dividend increases. Mature business that is also showing 5% organic growth recently ..awful stocks ;)
Nice buys YD! Those are some awesome, consumer staple names. You are on the doorstep of $20k. Unbelievable. Just amazing.
ReplyDeleteBert
I added to my SBUX holdings this week. Don't like those 3 names (KO, CLX, GIS) either from valuation or growth perspective.
ReplyDeleteYeah don't like them either.
DeleteGIS: up by +37% YTD (Vs. SPX: +24%) Total Annualized ROR (20yr): 6.7% (Vs. SPX: 5.2%)
CLX: Total Annualized RoR (20yr.): 8.9% (Vs. SPX: +5.2%)
KO: 57 years of consecutive dividend increases. Mature business that is also showing 5% organic growth recently
..awful stocks ;)