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re: What’s everyone loading up on today?

Posted on 2/24/25 at 8:44 pm to
Posted by SmackoverHawg
Member since Oct 2011
28906 posts
Posted on 2/24/25 at 8:44 pm to
quote:

It feels like we could have a 25% pullback and everything would still seem a little expensive to me.

It is. Watching CAT. Once the Trump economy get rolling, I think they'll get back on track. Haven't jumped in just yet, but looking more tempting with a P/E of just over 15. Love their equipment and service.
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11601 posts
Posted on 2/24/25 at 9:00 pm to
Isn’t CAT overly exposed to China?
Posted by SmackoverHawg
Member since Oct 2011
28906 posts
Posted on 2/24/25 at 9:15 pm to
quote:

Isn’t CAT overly exposed to China?

I think roughly 5-10% of their sales come from China. They've had slowing sales in the US. I haven't jumped in yet, but it's getting more tempting as the price drops.
Posted by tigerbacon
Arkansas
Member since Aug 2010
4162 posts
Posted on 2/25/25 at 6:40 am to
I'm buying some BITO, NVDA, MSFT, and NBIS shares. Figured since last Tuesday I am saving over 10% on all 4 so even a rebuild to values a week ago I'll make 10% on them. Wanted to increase my NBIS shares but had to wait for a good entry point and that's today for me. Also, I expect huge numbers from NVDA tomorrow. And MSFT is my number 1 AI stock to own followed closely from AAPL
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