Annual Valentine’s Day Message

Ah, Valentine’s Day. Love it or hate it, it does come with some great candy. Here is a quick recap of Valentine’s Day related investments (as of January 28th) to get you thinking about how to incorporate holidays into your investment management plans.

Nestle (NSRGY), is down 1.26% for the past 12 months, but doing much better than the industry average of -12.26%.

Hershey (HSY) is down 6.32%. Worse than Nestle, but still better than the food category loss of 12.26% in the same period.

1-800 Flowers.com (FLWS) is up 14.59% in the year ending 1/28/19, beating its peers in the internet and direct marketing category by over 10%.

Most of the greeting card companies (Hallmark and American Greetings) have been taken private, so nothing to report there.

I leave you with my favorite Tweet regarding Valentine’s Day:

“White chocolate: The Valentine’s Day gift that says, ‘I don’t really love you.’ “

Thanks, @Reverend_Scott.

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Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.