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So, what has performed well (or held up fairly well) for you over the past two days, despite some medium losses in the overall market? What has disappointed you?
WAFMX, which has been a dog so far this year, actually gained 0.7% over the past two days. All of the other EM-type stuff sank along with the more domestic varieties.
Add: So far this year the S&P is up 1.3%, our stuff is up 2.8%. No complaints, but it ain't over till it's over, as we all know.
Ecolab holding up reasonably well, considering a so-so quarter and the market being the way it is. The company seeing difficulty in their energy business, but their other hygiene/sanitary businesses are doing well and their water business is seeing benefit from the situation in California. Dividend aristocrat and something I'd consider adding to. An enjoyably boring business that serves important needs and is the largest in the industry. Bill Gates owns a large amount of the company.
Blackstone holding up okay, awaiting the spin-off later this year.
Intercontinental Exchange doing okay after CME reported good earnings.
V/MA holding up okay. Mastercard with good earnings, Visa with okay earnings.
Biotech bouncing after Gilead's ridiculous number yesterday.
Brookfield Property (BPY) disappointing lately, but enormous real estate empire that still trades under book and a 5 p/e. I'll continue to collect dividends.
One real estate play that continues to hold up well for me is one that doesn't offer dividends - Howard Hughes (HHC), but given that company's exposure to oil/Houston (which isn't enormous, but nevertheless it has been a factor), the move higher in oil lately seems to have helped.
Comments
Add: So far this year the S&P is up 1.3%, our stuff is up 2.8%. No complaints, but it ain't over till it's over, as we all know.
Blackstone holding up okay, awaiting the spin-off later this year.
Intercontinental Exchange doing okay after CME reported good earnings.
V/MA holding up okay. Mastercard with good earnings, Visa with okay earnings.
Biotech bouncing after Gilead's ridiculous number yesterday.
Brookfield Property (BPY) disappointing lately, but enormous real estate empire that still trades under book and a 5 p/e. I'll continue to collect dividends.
One real estate play that continues to hold up well for me is one that doesn't offer dividends - Howard Hughes (HHC), but given that company's exposure to oil/Houston (which isn't enormous, but nevertheless it has been a factor), the move higher in oil lately seems to have helped.