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  • s so you take that.

  • But then you also say at the year end, he thinks is 3200.

  • Okay, so Jim and I have a very similar time frame.

  • We kind of look out and say, If I'm going to get stuff cheaper, I'm going to start nibbling now.

  • And, Steve, you're right.

  • He could go 25 30%.

  • But I will tell you I am not fast enough.

  • Nibbling off may be pulling the trigger when it goes down 10% in one day, and it kind of bounces back the next.

  • But it's 17% and I see stocks down 30%.

  • I'm going to start a CZ, Carrie said, by some of these stocks that I think will work a year, two years down.

  • I'm not going into speculation.

  • I'm not goingto high debt leverage models looking at high quality companies that I want to own.

  • The Disney's of the world, the lows of the world, Zimmer's of the world.

  • I'd even after J.

  • P.

  • Morgan down here, So let's go there cause I said at the top, I want to spend a lot of time talking about actual stocks.

  • Today.

  • I want to find out what you guys were doing If you're doing anything and I'm surprised to see maybe to some extent that you and Carrie Suraj are adding a lot of names, a lot of names.

  • If I have climbed sitting with cash, which I have been, And we've talked about it since kind of selling over the last three months, I am now starting to go back in stages to say these are the high quality companies that I think I want to own.

  • And I wasn't able to in the last couple years have full positions in some of these companies.

  • Okay, so you're adding to Disney Disney disease down from 1 45 2105 Okay, I'm adding to lows, which is home building products.

  • CEO just wants a more stock amounting to Zimmer, which hey, we know in the next 3 to 6 months people are not gonna go replace their hips and shoulders, high quality company and a low valuation.

  • I'm adding to J.

  • P.

  • Morgan at 97 $98 down 35% if not more.

  • Morgan Stanley, which is a solid wealth manage business Trading below book CVS, CVS starting at eight times earnings, which I think is so cheap, you know, it has leverage, but definitely manageable leverage.

  • Alumina, which is gene sequencing.

  • That's not going away.

  • The stocks come down quite a bit off its high.

  • Yeah, it's Ah, hi p stock, but it's a growth stock, and these are the companies that I want to own and appeared like this.

s so you take that.

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A2 初級

Sarat Sethi的股票選擇。迪斯尼、洛伊斯和摩根大通 (Sarat Sethi's stock picks: Disney, Lowes and JP Morgan)

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    林宜悉 發佈於 2021 年 01 月 14 日
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