We are closely eyeing aem and petm, two of our core holdings. See our previous coverage for full analysis. While we would have like to trim aem today, we feel the stock is headed higher in the short-term. We view any pull back as a buying opportunity.
PETM has underperformed the portfolio recently after its big run up, but the pet retailer is still executing and should be bought. It doesn’t feel right, but by all signals, it is a buy here at the 50. Stop loss goes in below 69.
We would also like to add to MOS and ETP when the opportunity presents itself. Updates to follow.
