A little shift

By | May 16, 2017

I sold my position in GIS, as i just could not get my head around an easy future with processed and packaged food.  I bought it several years ago rode it up, and down, but just got exhausted – did not make much money above the dividend.  I took the money and bought a similar position in TSCO.  TSCO is one of my 2 favorite retail companies with the other being TJX (i will write on that one after earnings call transcript is published).  TSCO is a big bet on rural america; like my new focus on FPI in my non-taxed account.

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