Amgen Inc. (AMGN) – HOLD – wait for more attractive purchase price – cash nearly 50% of assets, good valuation, growth has slowed, high beta in current uncertain market
Proctor & Gamble Co. (PG) – HOLD/BUY – buy at 70’ish – low growth, low beta cash cow, buy as core holding for dividend and stability
Alphabet Inc. (GOOG) – BUY/HOLD – buy on dips – cash nearly 50% of assets, strong rationale for new organization, market beta, slowing growth but long list of new projects and money for more
