Subject: Re: Q2 earnings tomorrow...
Not much of a bargain, if you ask me, but I am holding my small stake (less than 1% of my portfolio) in the hope that the rebound might continue and because they are a bit of a hedge against a recession ('antifragile'), and tend to go in the opposite direction of the rest of the stock market.

We have similar goals, DG is about 1% for me, and I am in a holding pattern. TBH if it popped up above $125 today on strong earnings I might have sold (and added to my recent LULU position), but there seems limited downside from current levels.



tecmo
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