Bought FB and SRE today. SRE is a well managed utility that I have bought a few times over the year. It trades a t the lower end of its historical valuation range and should be a good low risk trade for 10-15% upside with little risk to principle or longer term hold depending on how things develop.
Quote from: Spekulatius on January 12, 2021, 03:12:33 PMBought FB and SRE today. SRE is a well managed utility that I have bought a few times over the year. It trades a t the lower end of its historical valuation range and should be a good low risk trade for 10-15% upside with little risk to principle or longer term hold depending on how things develop.Always liked the idea of owning SRE given the TX utility and exposure to LNG / Mexico growth stories, but never did more than a superficial look due to the CA wildfire noise. Has that been addressed at this point in the wake of PG&E? How do you get comfortable?
BRKB, CLPR, FRG starter
Im just wondering where the rest of the market is? BRK is a no brainer here. Its basically a cash alternative at these levels, especially with the financials having gone ballistic. Nothing is priced in.
