What are you buying today?

[Gregmal]

4 minutes ago, dealraker said:

Just plumbed/wired up one (water heater) in my basement.   Could have gone back to gas but I'd have to hire someone.  So I just went to Lowe's and had it working within an hour.  The old, the 2nd generation in this house, is on the way to the dump later today.  

Yea as a housing guy, I love the guts suppliers. LII, CARR, AOS...all been smaller but well performing positions that benefit off very little but continuation of life. 

[villainx]

8 hours ago, Gregmal said:

Added some to AOS. 

 

 

I had in my notes to look at AOS more closely when it goes under 20 trailing p/e.

[Gregmal]

6 hours ago, villainx said:

 

 

I had in my notes to look at AOS more closely when it goes under 20 trailing p/e.

Yea I like these as alpha boosters so to speak. You can just ladder into em and flip the trading range. If they ever get super cheap you T off. 

[valueventures]

Starter in MATR.TO

[coffeecaninvestor]

Small adds to CACI, MKL, CI, and IQV over the past week.