Recent Buy – HBI

Today, I initiated a position in Hanesbrands, Inc. (HBI).  Many of you are probably familiar with HBI, which designs, manufactures, sources and sells apparel essentials such as t-shirts, innerwear, casualwear, activewear, socks and hosiery.  It markets its products under the brand names of Hanes, Champion, and Maidenform, among many others. I contemplated purchasing HBI at […]

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Recent Sell – GWW

Earlier this week, I closed my position in W.W. Grainger (GWW). I had purchased GWW not too long ago, in May of this year.  At that time, GWW had fallen close to 30% since the beginning of the year, and I thought there was value there.  So, despite owning Fastenal (FAST) already, which is in […]

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Recent Buy – NKE

Early this week I added to my position in Nike (NKE).  NKE has been range bound over the past year, trading between $50 and $60.  With it now trading near the low end of that range, I decided to pick up some additional shares, and lower my cost basis per share.  This is my 2nd […]

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Recent Buy – HRL

I added to my position in Hormel (HRL) today.  As was the case with SBUX earlier this month, HRL’s price dropped recently with the release of its latest earnings.  With the drop, I decided to add some shares and average down.  HRL does not have a high yield, but with the announcement, the yield has […]

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Recent Buy – SBUX

Today, I decided to add some SBUX – previously my smallest portfolio position.  This possible purchase was discussed in my last Portfolio Thoughts post.  SBUX’s price dropped recently with the release of its latest earnings.  There could be more downside from here, but I decided to pull the trigger now as the price had dropped […]

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Recent Transactions

I’ve tweaked the Portfolio over the past couple of trading days…. 2 buys and 2 sells.  One of the sells was outlined my most recent Portfolio Thoughts posts.  Here are the transaction details…   VFC On 8/3/17, I sold 50 of my 129.39 shares at $63.18/sh, for a total of $3,158.93. I had averaged down over […]

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