My favorite part of this post...Such a no brainer.
Lets look.
MCD... capacity constrained @Overnight. Not to mention no one wants to friggin work there.
3M.... post-its and glue
Coke.... lets buy Reeds.
Wally World... safe but slow.
Travelers... This IS your grandfather's insurance company.
Mr Softy.... The cloud has played its hand. Back to rangebound forever. Maybe join WMT?
NIKE.... Its ok I guess.
UNH.... verdicts out. I would not bet against it.
Boeing.... ahhhhh.... it gets a pass. But Cat will still outshine them going forward. You can mark this post.
"More Covid shots". Lots of profit there.
Intel... Perennial top-heavy dog.
Apple... It is what it is. A must own for a PM that wants to keep their job. Whatever on that.
Home Depot.... I have a post here for that one. I love Langone though. I hope he lives to 120.
Merck.... another elephant.
JPM & AXP.... they'll be ok
CRM..... Well, at least Cramer has an in now.
Disney.... Overrated.
Cisco.... hmmmm. Not sure about this one... but it never moves. Merge with Intel maybe?
Chevron... It's not going anywhere fast.
IBM... Merge with Travelers.
JNJ.... Talc and ineffective 'one and done's'. Elephant.
P&G.... Elephant.
VZ.... Whatever. Watch a new CEO come in and f up the whole operation by buying something like Chewy to be revenue accretive. ...You think I'm joking. Ivy League stupidity at its finest.
Amgen.... I'll leave this to Stoney. No opinion.
That leaves Cat.
Buy Buy Buy!
"Walgreen Boots.... lol... wtf is this thing even doing on the DOW?!"
Sept of 2021.
Pretty sure the rest all proved out too.
I guess I underestimated MSFT. Oh well.
I am happy to be in your stock circle now.