InMode, VFC and BAT are very different.
InMode: I feel very confident about this, and have been buying regularly. Its not very often that one gets to participate in very high ROE, very high margin free cashflow generating business at 10x PE. I am hoping that growth slowdown is temporary.
VFC: Here stock price has gone down when business is facing challenges. I haven’t done anything after February 2023, when I last bought around $25.
BAT: I feel very confident because business has not been affected and its largely a perception issue. Also they are not highly leveraged and are generating a lot of freecashflow.
If you know which stock will move tomorrow, its better to sell everything and buy that. Unfortunately, I dont know that.
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