Bought Centene Corporation at a low PE ratio, expecting a significant return, but now believes it's fairly valued.
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How Many Stocks Should Be In My Portfolio (Ep. 7)
Dividend Compounders with CheeseMay 13, 2026
The creator discusses adding a new position in Abbott Laboratories (ABT) to their portfolio, despite currently being down on the stock. They highlight the company's diverse business lines, including medical devices, pharmaceuticals, and nutritional products, and express bullishness on the healthcare sector due to the aging US population. The creator plans to continue dollar-cost averaging into ABT, citing high conviction.
Linked Mentions
Tickers discussed in this post
Bought UnitedHealth Group near the bottom around $260, capitalizing on fear and negative sentiment, leading to substantial gains.
Bought Huntington Ingalls Industries with a cost basis around $170-$172, achieving a 140% total return after selling near $405-$410.
Bought Oshkosh Corporation around $94.50, which then got hammered due to tariffs but eventually rose significantly.
Aggressively bought AMD around $120, dollar-cost averaged down to $85, and eventually sold for a significant profit.
Sold CSCO at fair value ($88.50) after holding for years, happy with returns.
Google is a top-tier company that warrants investment.
Amazon is a top-tier company that warrants investment.
Microsoft is used as an example of a stock that could significantly impact a small portfolio if it performs poorly.
SAP is mentioned as a stock paying a dividend in May.
Proctor and Gamble is mentioned as a stock paying a dividend in May.
Buying Abbott Laboratories (ABT) due to its strong fundamentals, diverse business lines, and a bullish long-term thesis on the healthcare sector driven by an aging population.