Quality companies at 52 week lows

[Cod Liver Oil]

Yes, the indexes are near highs and some smart guys are carrying a lot of cash but there are a bunch of high quality companies whose stocks have sucked and may be de-risked. Some of my favorites right now:

Joe, Hsy, Msge, NKE, PDD, MGM, Nsrgy, GD, LVMH, Brown-Forman. 

Please add yours. 

Edited January 11 by Cod Liver Oil

[Saluki]

SWBI, AOS, SSD and Taylor Devices.

[Castanza]

I’m not buying but JNJ, CNC, PEP MDLZ all near 52w lows 

[sleepydragon]

Caci, BAH, LMT got killed by doge recently

[DooDiligence]

DPZ and NVO

[Masterofnone]

BC

[Gregmal]

Isn’t it exciting? You can be blindfolded and find decent value. Little bit more of this and you’ll be able to throw darts. Meanwhile 95% of the world is unknowingly staring at 7-10 stocks thinking the apocalypse is around the corner. 

[MungerWunger]

Not buying but some other that are near 52w lows: ROP, ADBE

Edited January 11 by MungerWunger

[73 Reds]

3 hours ago, Cod Liver Oil said:

Yes, the indexes are near highs and some smart guys are carrying a lot of cash but there are a bunch of high quality companies whose stocks have sucked and may be de-risked. Some of my favorites right now:

Joe, Hsy, Msge, NKE, PDD, MGM, Nsrgy, GD, LVMH, Brown-Forman. 

Please add yours. 

Is there any significance to the last 52 weeks?  Not sure how pigeon-holing the last year's price movement is in any way helpful in selecting stocks.  Why not also look for quality companies near their 52 week (or all-time) highs?  Anything wrong with Viking's favorite company?  The reality is every day when you wake up it is a potentially great day to have money to allocate.  There is always something worth considering, no matter where we are in any particular macro or micro cycle.  

[Cod Liver Oil]

I know they are very frustrated with the share price inside JNJ. Is the talc thing existential? MMM was dragged through worse and seems to be coming out the other side pretty well.  I don’t think the business is in secular stagnation (beer) or being fundamentally disrupted (ADBE possibly). Big pharma has justifiably sucked, but JNJ has some strong divisions. 
 

@73 Reds In Peter Lynchs’s words, many ways to skin a cat. My point is that the indexes often mask what is happening below the surface. 

Edited January 11 by Cod Liver Oil

[Gregmal]

Or anything way, whether stocks are at highs, or lows, people make excuses why not to buy them.

[Head of Roller coasters]

Constellation Brands and Diageo.  

Edited January 11 by Head of Roller coasters

[LC]

RTO back to pushing low lows.

[Castanza]

UPS and DHL 

 

OXY 

 

DFH and DHI

Edited January 11 by Castanza

[enoch01]

Diageo Is at a 5 year low and is getting interesting.

Edited January 11 by enoch01

[nafregnum]

Christopher Bloomstran doubling down on DG and DLTR which are both at 5y lows.  I'm waiting a little longer to see if those get even cheaper after Trump starts the tariffs.

 

https://www.dataroma.com/m/holdings.php?m=SA

[Dinar]

2 hours ago, enoch01 said:

Diageo Is at a 5 year low and is getting interesting.

Why?  They have not had organic volume in growth for a decade, and management is lousy.

[Grafter]

Dhi and bldr .