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Anyone buying GOOGN or GOOGM for the $15 distribition? Nov 1st ex-date
> buy HSY? WMT? RDDT? ASTS? GOOG? NFLX? AMZN? Out of that list, an unenthusiastic yes to AMZN although Bezos will probably sell more soon. Maybe the GOOG convertible pfd (GOOGM). ASTS slight in the mid 50's. WMT was way expensive vs history still not reasonable. Not really interested in cpg names like HSY although probably should be given that so many of them have been obliterated. The problem I have is that most of them are poorly run, among other problems. CPB actually has an okay stable of brands, but the company isn't well run and FY27 not looking great (Net sales decline of 2% to 4%1 , adjusted EBIT decline of 7% to 12%,) Any tunaround and the stock could take off (25% short interest), but something good has to happen and they've struggled to accomplish that.