No. of Recommendations: 1
PFE- Purchased earlier this year with a cost basis of 24.50. Currently represents about 14.25% of my portfolio. Like Bud, is currently near its low CAGR which looks to be around 12.25%. Ignoring the giant bubble, the avg CAGR appears to be around 14% which would put it around $36. I was all set to buy more shares last week after the announcement, but unfortunately the stock didn't drop nearly as much as I was hoping it would. However if it does happen to drop below 23, I will look at purchasing some more shares.

I'm not an expert on BMW and wasn't exactly welcomed to this board last time I visited but I will make one small comment here that you might wish to completely ignore - namely, what is the STORY behind your stock picks? You own PFE then, based on some mathematical calculations. Maybe it works out just fine for you, as the idea of using the BMW method appeals greatly for many reasons. Still, what is going on with PFE particular? Pharma company making its money with drugs, right? Have you taken each one of PFE's drugs, sales for each drug, and lined up the patent expiration dates to get an idea what might happen in the future? Have you done something similar with CHS's store counts to find out what each concept is contributing, where each concept is in its growth cycle, where margins are, where sales might go? What do you think about HD's move into non-store activities? How are you going to evaluate those? Maybe these are all things that you've discussed elsewhere but are you sure it makes sense to use historical CAGR data without also confirming that the company in question has a bright future too?

anyway = just 2c

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