The canaries are singing. I sold my Omnicom stock to put some money in the war chest.
Tag: Kronos Worldwide
Back the truck up.
Hibbett Sports makes a return appearance and replaces Designer Brands in the portfolio. I also introduce the 5 year P:E ratio for the first time and use this tool to evaluate my current portfolio holdings.
I make a few changes to the portfolio and take this opportunity to complain about value traps some more.