I can be Huge too

[antioch6]

Here is the dump for the week:

COP MAT PM NVS KDP MOH ANTM BG IMO SD ADM AGRO

[antioch6]

Buying SD when it opens. P/E of 6, steady earnings, and the relative strength is good.

[antioch6]

I screened again, filtering for stocks with a p/e below 10:

GRBK - p/e of 5, steady earnings, good short term relative strength.

This one has been down for 6 months. It bottomed a couple weeks ago. I'll be watching for any weakness

Going with 50% in SD and 50% in GRBK. Tight stops on both.

[antioch6]

I looked for a third. This time, thinking I could find a company outside the u.s., I screened for stocks with a p/e under 10 that were foreign.

BBD has a p/e of 4.2, steady earnings, and has bottomed out after dropping for months. It's up 2.57% while the average stock is down.

This changes my plan to 33.33% in SD, 33.33% in GRBK, and 33.33% in BBD. Tight stops on all three. I'll say 1-3% or less.

[antioch6]

Now that I think about it, I'd rather hold RJI and RJA than BBD. Wouldn't you rather own food, energy, and metals vs bank deposits? Maybe it makes some sense to hold some in cash. That would make a case for holding gold. And that would make a case for holding military power, which goes back to technology. So... I'm looking for some gold and some technology... I don't want gold because it looks high. Technology looks expensive. So I want cash. This leaves me with 33.33% in oil, 33.33% in housing, and 33.33% in dollars. Hmm.

[antioch6]

Today I bought GRBK at 22.6910, SD at 19.90, and TECK at 41.3750.

[antioch6]

Sold TECK because I just didn't like the company.

[antioch6]

Bought more SD and GRBK.

[antioch6]

Sold everything

[antioch6]

Here is my screen for the week:

SD

Here is my short screen for the week:

AUY

So when they open I'll buy 50% SD and short 50% AUY.