MARKETS,Anybody even yet?

Talk about your new shoes, new car, or UFO's!
dinghy
Video Poker Master
Posts: 1836
Joined: Mon Apr 29, 2019 8:24 am

Re: MARKETS,Anybody even yet?

Post by dinghy »

I found the anti-Coty!

New position in FLO Flowers Foods.

From a 2014 "New York Times" article:

"The most Republican-leaning company in the country, based on political donations, isn't Koch Industries. It's the company that makes Wonder Bread.

"The political action committee of Flowers Foods, a Georgia company that produces the pillowy sandwich bread, Tastykakes and Nature's Own baked goods, has given more than 99 percent of its political contributions since 1979 to Republicans."

olds442jetaway
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Posts: 11080
Joined: Tue Aug 21, 2007 9:08 pm

Post by olds442jetaway »

I have a Cracker Barrel 2 miles from home. They are officially boycotted now. being an antique buff and history buff as well, As far as I’m concerned, they’ve ruined everything with the remake. Please ignore the capitalization and punctuation, etc. very difficult to get the cursor where I want it and Siri is an idiot.

olds442jetaway
Video Poker Master
Posts: 11080
Joined: Tue Aug 21, 2007 9:08 pm

Post by olds442jetaway »

Royal Gold came roaring back Of course after I sold it. Luckily I still have WDOFF.

dinghy
Video Poker Master
Posts: 1836
Joined: Mon Apr 29, 2019 8:24 am

Post by dinghy »

olds442jetaway wrote:
Thu Aug 21, 2025 2:46 pm
Royal Gold came roaring back Of course after I sold it. Luckily I still have WDOFF.
You basically just needed to own any of them. This has been an assertive move by gold equities vs gold.

Month to date, GLD is slightly negative while my industry holdings are +10 to 30%. The only notable laggard has been WDOFF at +2%.

I'm considering a partial rotation from miners to bullion. PHYS is the Sprott version of GLD. It trades at a 1.6% discount. CEF is Sprott's blend of ~70% gold and 30% silver. It's discounted at 3.5%.

Another option is Sprott itself, trading as ticker SII. The stock is having a rough month for no apparent reason. Earnings looked good.

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