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RE: LeoThread 2025-12-12 16-23

in LeoFinance3 hours ago

Target we've had this in our portfolio for a very very long time and did well with it You know, we just I this is like the third quarter in roto Daniel, right? I mean you lower it significantly to cause another third core you thought a lot of this was priced in You know, it's not priced in but it goes to show you how You have to be very very careful of what company you're investing in and it's not just about all the markets are gonna go up 20% or down 20% its companies that are going up 20% look at Walmart to yesterday. Look what target that yesterday, right? These are comparable. These are two companies that you mentioned the same breath when you're talking about the industry Lowe's and Home Depot as well Home Depot. There was a lot better Lowe's doing okay today and we could turn to that with Lowe's But you're seeing that separation here and targets pretty bad and you know, again, they have a good balance sheet They're gonna be fine I think a lot of this is priced in but you know (7/36)