TK Journal 2021-03-31

Hi Cam,

The CEO of Ing­hams (ING) resigned last night and ING has passed below its Sell line. I own shares and will prob­a­bly Sell them today. I will see how the mar­ket opens as the shares are only slight­ly below there Sell line. I am run­ning a down­load this morn­ing to see what I will buy next.

The Changes from the last Buy List are:

New addi­tions to the Man­u­al­ly Entered Data Tab (in the Mas­ter spreadhseet):

IHEB

IKO

CSX

UNI

New Addi­tions to the Buy List:

APL

BEL

CDD

IKO

IXI

Com­pa­nies with New Results that remained on the Buy List:

KRM

AUDS

NHC

Com­pa­nies dropped from the Buy List:

BEN

AU1

EP1

EVN

HAW

IEU

IKW

ING

MAH

MOGL

RDF

SRY

TLS

If I sell my ING today I will be buy­ing some more ANZ and SLR.

Thanks, Tony

update 11:28 AM

Hi Cam, I have decid­ed to sell my shares in ING today and I will use the pro­ceeds to Buy more ANZ and a new posi­tion in JBH. I am work­ing down the Buy list look­ing for com­pa­nies with a large enough ADT for me to feel com­fort­able. I had looked at SLR, but decid­ed to bypass it giv­en that I am think­ing of imple­ment­ing a Sell for the gold price. I am not say­ing I will, but it is under con­sid­er­a­tion. In doing my research I also looked at NCK and ADH, which are both retail­ers who have gone ex-div­i­dend recent­ly. They are both now Sells and I will remove them from the Buy list. It is entire­ly pos­si­ble that they will con­tin­ue to go up and that their recent cross­ing of the Sell lines is because they have gone ex-div­i­dend, but for the moment they have crossed. Thanks, Tony