tag:blogger.com,1999:blog-9031526429482744032.post8223236536732172998..comments2024-03-29T00:20:06.554-07:00Comments on Don't fuck with Donville: Permanent stocks (july 2020)Penetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-9031526429482744032.post-14426047342885881142020-07-29T11:47:45.646-07:002020-07-29T11:47:45.646-07:00I agree that times are tough for retail. But cloth...I agree that times are tough for retail. But clothes are not computers. Many people don't want to buy clothes on the web. For myself, I've only had bad experiences with clothes bought online. Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-75672596643595290972020-07-29T07:22:12.724-07:002020-07-29T07:22:12.724-07:00I agree with Master Penetrator's list, except ...I agree with Master Penetrator's list, except that I would take out Facebook and add CNR. Facebook is vulnerable to changes in taste ; already Tik Tok is eating into Instragram's business, and Facebook is for Old People (ask kids). Also, FB's disregard for ethics is starting to eat into their bottom line (ad boycott). As a rule, I don't invest in companies when I don't trust management. <br /><br />ROST and TJX were permanent stocks for me but I decided to part with them and take my profits a few months. With virtually no online presence, they are uniquely vulnerable in a pandemic situation. They can't go too much online because that would compromise the "treasure hunt" experience that is at the heart of their business model and the reason why shoppers have to go back often and buy an item when they find it. I might come back eventually but with some many people late on their rent/mortgage payment, the coming period will be tough for retail. Quid Pro Quohttps://www.blogger.com/profile/16937756952799553049noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-87738609630839493622020-07-26T16:20:20.979-07:002020-07-26T16:20:20.979-07:00Good selection. Good selection. Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-63801738617144051632020-07-26T16:19:27.484-07:002020-07-26T16:19:27.484-07:00TJX et ROST sont très similaires. J'ai choisi ...TJX et ROST sont très similaires. J'ai choisi ROST parce que j'en possède des actions. Si j'avais eu du TJX, j'aurais choisi le titre sans hésitation. Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-64723001884682180172020-07-25T12:56:05.894-07:002020-07-25T12:56:05.894-07:00Great note Penetrator! My permanent stocks:
1. Mi...Great note Penetrator! My permanent stocks:<br /><br />1. Microsoft<br />2. PayPal<br />3. Visa<br />4. Intuit<br />5. McCormick<br />6. Pepsi<br />7. J&J<br />8. CN Rail<br />9. CP Rail<br />10. NovartisEdutraderhttps://www.blogger.com/profile/11152124371486503665noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-35336781506879361132020-07-24T10:17:31.012-07:002020-07-24T10:17:31.012-07:00J’ai une liste très très semblable. J’ajouterais B...J’ai une liste très très semblable. J’ajouterais Berkshire et quelques banques américaines. <br />Je suis curieux par contre. Pourquoi plus Ross Stores que TJX?Davidhttps://www.blogger.com/profile/03650333846994404416noreply@blogger.com