Dividend Growth Forum

Why so many buys in Lmt? It’s a great stock but still decently over valued and er growth isn’t projected to be as great as past few years . Would love to start picking up lower on sale. Lhx looks better priced to me

(01-22-2023, 02:19 AM)vbin Wrote: [ -> ]Why so many buys in Lmt? It’s a great stock but still decently over valued and er growth isn’t projected to be as great as past few years . Would love to start picking up lower on sale. Lhx looks better priced to me

Yeah, it is a great stock that I love having in my portfolio, and I think it is safer than a lot of alternatives right now, but I agree that current price is good / fair rather than exciting. 

The few shares I own I picked up during the "sequester" scare of late 2012 / early 2013. As is often the case, I wish I had bought a whole lot more!

Sold GOOG and took the 15 points and sold BEN as well with the 9 points

Added LHX, NOC, JNJ and IIPR

Added RTX, NOC, LLY, LHX

trimmed a lot of names in my portfolio. Market is way over bought

(01-23-2023, 02:16 PM)stockguru Wrote: [ -> ]Added RTX, NOC, LLY, LHX

trimmed a lot of names in my portfolio. Market is way over bought

Probably not a bad idea. I trimmed as well

Added RTX, LHX, LDOS, DUK, and JNJ

I think now is a great time to be adding to names who have been winners and are only being sold due to rotation 

I sold out of TSLA, Took my 34 points and moved on to fight another day lol

Back in MMM after a long time. Call it a hunch lol

(01-23-2023, 02:16 PM)stockguru Wrote: [ -> ]Added RTX, NOC, LLY, LHX

trimmed a lot of names in my portfolio. Market is way over bought

Agreed; I don't know where all this optimism is coming from.  Big tech is having massive layoffs and we are headed into a recession.  It might have been a mild one, but the debt limit crisis all but assures it will be a deep one.

(01-22-2023, 10:52 AM)Kerim Wrote: [ -> ]

(01-22-2023, 02:19 AM)vbin Wrote: [ -> ]Why so many buys in Lmt? It’s a great stock but still decently over valued and er growth isn’t projected to be as great as past few years . Would love to start picking up lower on sale. Lhx looks better priced to me

Yeah, it is a great stock that I love having in my portfolio, and I think it is safer than a lot of alternatives right now, but I agree that current price is good / fair rather than exciting. 

The few shares I own I picked up during the "sequester" scare of late 2012 / early 2013. As is often the case, I wish I had bought a whole lot more!

Scare is the best time to buy, target, cvs, oil, Chinese stocks all my scare incited bets.

Where else we have scare now?

(01-23-2023, 02:16 PM)stockguru Wrote: [ -> ]Added RTX, NOC, LLY, LHX

trimmed a lot of names in my portfolio. Market is way over bought

Thank you for sharing. I am short as of now and was thinking what am I missing.

(01-23-2023, 02:50 PM)Mr1share Wrote: [ -> ]Back in MMM after a long time. Call it a hunch lol

Oh well 

Just added more 7 points lower lol


Added RTX as well

added some MMM on the dip

Added JNJ and ABBV

New position MMM and SCHW