Talking Stocks 2.0

[logo]

Originally Posted by jpeezy14@hotmail.com

I do think that these these 3 and WMT are at the point where you won't be seeing tons of movement in the green when compared to the other stocks that haven't been as popular as them; whether they're overvalued / fair valued, that's for everyone else to decide. They've been COVID stars, that's for sure.

Having said that, I did buy into WMT this morning in anticipation of an earnings pop. Do I see a massive selloff that'll take this to well below it's current price? Doubtful. I think it has a better chance of legging up post-ER.

Originally Posted by beshannon

I like HD

COST is over valued IMHO and may not be the darling after the bump they received. LOW has always trailed HD, they cannot get their stores right and they cannot execute

Yes that’s my general sense as well. The earnings for HD will be interesting. I’m holding out on adding until after that - not that I think it will markedly tank, just that I think HD has run a bit further than the others already and an ER less than anticipated may claw it back just enough for an entry point.