I compromised a bit yesterday and took in some stocks with higher valuations than I would prefer, but I am comfortable with the overall valuation of the company vs. what I paid for it and its historical value. Each pick also has a healthy balance sheet with little to no debt.
I hope that the Fed decision will prompt further selling through end of the month and I can find better bargains before year end. Currently the fund is 65% invested and will likely stay that way until I can identify more quality bargains with appealing balance sheets.
American Eagle Outfitters (AEO) – 150 shares @ $17.065
Earnings Yield = 7.62%.
Sanderson Farms, Inc. (SAFM) – 29 shares @ $89.6
Earnings Yield = 6.98%
TopBuild Corp (BLD) – 67 shares @ $37.915
Earnings Yield = 7.8%
PLEASE NOTE: The information provided on this site is not financial advice and I am not a financial professional. I am an amateur and the purpose of this site is to simply monitor my successes and failures.