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August 2025

Back to the Trough - Adding AGCO
I need to sell Chart - GTLS - $198, which is being acquired by Baker-Hughes - BKR - $44.
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Gregg Jahnke
Why Not Target - TGT?
Target - TGT - $99 seems like an obvious value stock at 10-12x their earnings power, with a 4% yield to help.
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Gregg Jahnke
Life Is a Gamble - CHDN
Let’s spend a moment thinking about Churchill Downs - CHDN - $104, and the rest of the gambling industry.
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Gregg Jahnke
Alternatives
I need some replacements for Chart, and maybe Nexstar.
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Gregg Jahnke
The Weird Stuff
It is hard to put oil refining, rendering, satellites, gold, fertilizer, local TV stations, and seeds in a specific sector, so I will call them weird…
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Gregg Jahnke
The Cyclical Stuff
I started with the “safe”, or “risk off” part of the portfolio.
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Gregg Jahnke
Yield Whores Unite
Just because a stock has an high dividend yield, that does not make it a good value stock.
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Gregg Jahnke
It Is Tough to be a Semi-Weasel
Let’s keep reviewing the portfolio now that the quarters are in, starting with the Consumer Staples sector.
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Gregg Jahnke
Am I a Weasel?
Maybe. I am trying to teach value investing, and the best restaurant idea I can find is Restaurant Brands - QSR - $65?
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Gregg Jahnke
Frozen
It is good to see now bear markets only last one day.
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Gregg Jahnke
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