Barking Up the Wrong Sector
In case anyone was wondering, yes, I read every comment sent to me by folks in the Real Money community, whether it's via email or typed below one of my columns. Reading and learning are entirely two different things, and I do both when it comes to your outreach.
With that in mind, I've been rereading emails from the start of the year, and I noticed something strange: Out of all the different topics I cover on a daily basis, steel stocks have led the list of inquiries. It hasn't been the financial sector or these stocks' sub-book valuations (I wonder how Ben Graham would interpret that today), nor how JPMorgan Chase (JPM) could still trade at a relative premium despite its fresh operating misstep. It hasn't been consumer staples, with this group's shrinking package sizes for their products as profit margins expand for many names, among them Hershey (HSY)....520 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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