Thomas Claugus II @tclaugus2

Well despite not wanting more exposure to Europe I decided to take up my $NOMD position here. It’s been well telegraphed that they will miss this quarter. I really think the management of this company is very good so I guess I will bite the bullet and add a decent amount. It’s a…

$AMCR . Tough one. I wanted to use this as a double down stock in the 52 week low time frame. I may do this but I cut it back to 2% from 5% a little while ago. I'm looking for a blow off low price to begin with. In my last post I discussed the problems $AMCR has with GLP1…

Well, I feel like this has been a very bad year of stock picking for me I have done ok, but some big fundamental mistakes are involved. The biggest one is European consumer exposure. The major European economies are running large deficits and their consumption is weaker than…

India ‘crosses red line’ by joining Russia-Belarus war games - The Times of London Wow, this seems very disconcerting to me given the number of Indians in my area that benefit from good paying jobs here in the US. This is surprising to me… apple.news/ApBJL1G6mROyAN…

Well folks what a labor day... We are seeing a BIG no confidence vote in the 3 Western countries that have the highest budget deficits (US, UK, and France). 30 year yields spiked in all 3. Europeans running to buy gold and silver yesterday as American markets were closed (Both…

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I don’t need anyone’s money. I think the most important goal in life is to enjoy it as much as possible (obviously this is dependent on what you as an individual enjoy). My wife has been gone for 7 years. I have trained/helped other money managers that are currently successful…

I assume due to the significant lack of liquidity which has always been true… no one looked too closely at $HERDEZ Look you got $750mm for 25% of a JV with Herdez. They are considering spinning out their impulse business (all their retail locations). Which is a great business…

@shaqer23 Yes. Totally agree. I did not pitch this as a long term hold. If you are aggressive like me what you do is buy 5% in front of the tax loss sale timeframe. You expect it to trade down but it may not and it’s tough to discern how much of a discount you get. But basically if it…

Got back from the IDEAS conference in Chicago. Names I like from here long term are $CMT $LQDT $RSSS. I base this on what I consider to be very good management teams and reasonably good 3-5 year growth trajectories from here. I do a lot of micro cap so anyhow I would consider…

Lots of items to cover but 1st off $AMCR I don't think is any rocket stock but, you get a 6% div yield that is easily paid and a low valuation. Do think it could trade into the low $8s don't think below there but we never know. Took it up 50% here (Around 5%). Basically…

Well I have been a long time $HERDEZ share holder as it is pretty ridiculously undervalued. Todays action proves it. Sold a 25% stake in their McCormick JV back to McCormick for $750MM. The enterprise value of the company is $2BB... That is a small piece of the biz that got…

$KMX at the lower end of it's recent trading range. I am tempted as I do believe tariffs will most likely bump up used starting in the second half. As of right now used pricing is up in the 1% Y/Y range and has ceased going down. Problem is the web traffic showing $CVNA taking…

Well I am in buying more $BME.LN I think this should be the bottom. Financial position in terms of balance sheet is fine. SSS were disappointing but not negative... Reaction is very strong relative to what is occurring imo. Looks exciting from here! Volatility is your friend.…

I am taking my $BME.LN position up again. Going to 4%. Too cheap, would like to meet new CEO, but at least he bought some shares here. Less than .5 P/S is just too low for a dollar store retailer whether they are in the UK or not.

$GIS organic sales N America -7% today... WOW - now I know GLP and all that is a factor but the consumer is weak folks and there is also a trend forming against ultra processed foods. I have owned $GPK for quite a long time, and we have the nat gas cost input headwind, but this…

Reloading $BME.LN still don't think the UK dollar store should trade at .5 sales (p/S). Not much debt. New CEO, at least he bought half a million pounds worth. Can't make it big as I do not live in the UK, I only watch YouTube store tours and they all look fine to me... Good…

So in summary there is no rush to own $BLDR or $AMWD, think the max low for $BLDR is $85 in the next year... hoping $45 on $AMWD. I am looking to take $AMWD on incremental weakness because of the decline it is a small 1.8% for me. $BLDR I have shrunk to 4%... it is a better…

Housing continued: The negative chart making the rounds is the buyer seller imbalance... So far new homes have been sold by heavy discounting which most existing homeowners will not do unless forced. However I am clearly seeing here in Atlanta more sellers lowering the price of…

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So the housing market is trending negative, in my opinion not as negative as people talk about but it is somewhat negative. There is demand imo, despite the naysayers and the homebuilder confidence index: New home sales through April(waiting for May) April Good: And Mortgage…

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