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We're buying the dip to build up our newest stock position
An update on orders from the CEO doesn't change our investment thesis.
14 words~1 min read
An update on orders from the CEO doesn't change our investment thesis.
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The shares are down about 7% in premarket trading.

We're making our second buy in a household product giant.

We're taking half of the cash raised from the sale to add to one of the portfolio's recent spinoffs.

We're nibbling on shares and averaging down our cost basis.

We're adding back half the 80 shares we sold around $190 in May, and upgrading our rating to 1.

We're not making a call on the upcoming results, but we would like to have more wiggle room.