MARKETS,Anybody even yet?

[olds442jetaway]

I just added to PBR-A while there is downward pressure on oil prices. I think just the 16 percent dividends may outpace market gains this year. I’m struggling just to keep up 2 percent for the year overall. I don’t see SSL in my immediate future. Not ready to add to AGI yet. I would rather get it just over 24. Have to wait and see

[dinghy]

I've been a net seller for several weeks now. I'm trying to keep my exposure somewhat steady in dollar value, so for example after trimming HL and SSL into their rallies, I'm now rebuilding on weakness.

AGI has been very laggy against the other gold miners. I've been reducing others that are looking frothy, such as NEM Newmont -- which clears me to lean into AGI. I'm expecting a very strong result when AGI reports Q2 earnings on July 30th.

I just added to PBR-A while there is downward pressure on oil prices.

I agree with you there . I haven't sold any of the shares I bought in April and May.

[dinghy]

I'm reviewing my shopping list as the tariff pause is approaching its end date. Base metal miners have only recovered weakly from their lows, and could get rattled by news.

I love my VALE, but it's already a big position. I would like to add the behemoths -- for diversification, and because they look reasonably cheap.

- RIO (Rio Tinto)
- GLNCY Glencore
- BHP

It's funny to me how these stocks are ignored. If I search for something like RIO on social media, most of the results will be for a crypto token with the same ticker.

[dinghy]

New position, GIS General Mills. In at 50.76.

Also increasing my bagholdings of CPB Campbell's.

Looking for 127.50 to add more PEP Pepsico.

[dinghy]

In on CAG Conagra, at 20.55. Where David (sunflower seeds) meets Pam (cooking spray) .

[FAA]

Wow. I envy all your wheeling and dealing. I may eventually seek to do this. Markets were overall a wash today.

[dinghy]

I may eventually seek to do this.

Stock picking can pay big, or splay big.

All of the food stocks I bought today -- CAG, CPB & GIS -- are S&P 500 components with >$10b market caps. But for over a decade, they've all been dead money. They're all down in price since 2015, with GIS slightly ahead on dividends.