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What I Am Buying Today.
(10-26-2021, 07:11 AM)stockguru Wrote: Time to dump LMT. That was one of the worst conference calls. Its clearly this is a horrible CEO and management team. Down 30 per-market

Now its very clear why CFO quit!

Time to cut my losses and add more NOC and LHX
That was a big miss.  I sold about half my shares lately.  It was my largest position, yikes.
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(10-26-2021, 07:17 AM)fenders53 Wrote:
(10-26-2021, 07:11 AM)stockguru Wrote: Time to dump LMT. That was one of the worst conference calls. Its clearly this is a horrible CEO and management team. Down 30 per-market

Now its very clear why CFO quit!

Time to cut my losses and add more NOC and LHX
That was a big miss.  I sold about half my shares lately.  It was my largest position, yikes.

The only defense sector stock I really like at this point is LHX.
Reply
(10-26-2021, 07:45 AM)ken-do-nim Wrote:
(10-26-2021, 07:17 AM)fenders53 Wrote:
(10-26-2021, 07:11 AM)stockguru Wrote: Time to dump LMT. That was one of the worst conference calls. Its clearly this is a horrible CEO and management team. Down 30 per-market

Now its very clear why CFO quit!

Time to cut my losses and add more NOC and LHX
That was a big miss.  I sold about half my shares lately.  It was my largest position, yikes.

The only defense sector stock I really like at this point is LHX.

LMT you fooled me once, you fooled me twice. Not going to fool me a 3rd time  Big Grin

I will be adding LHX on weakness today and trying to figure out where to put my LMT shares lol
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(10-26-2021, 07:51 AM)MrFortune Wrote:
(10-26-2021, 07:45 AM)ken-do-nim Wrote:
(10-26-2021, 07:17 AM)fenders53 Wrote:
(10-26-2021, 07:11 AM)stockguru Wrote: Time to dump LMT. That was one of the worst conference calls. Its clearly this is a horrible CEO and management team. Down 30 per-market

Now its very clear why CFO quit!

Time to cut my losses and add more NOC and LHX
That was a big miss.  I sold about half my shares lately.  It was my largest position, yikes.

News Flash…the forever wars are about over. Back to value of 2 decades ago
The only defense sector stock I really like at this point is LHX.

LMT you fooled me once, you fooled me twice. Not going to fool me a 3rd time  Big Grin

I will be adding LHX on weakness today and trying to figure out where to put my LMT shares lol

News Flash…the forever wars are about over. Back to value of 2 decades ago

I wouldn't hold any of the defense contractors at these levels. 

They will be cheaper in a few months 
Reply
(10-26-2021, 08:11 AM)kblake Wrote:
(10-26-2021, 07:51 AM)MrFortune Wrote:
(10-26-2021, 07:45 AM)ken-do-nim Wrote:
(10-26-2021, 07:17 AM)fenders53 Wrote:
(10-26-2021, 07:11 AM)stockguru Wrote: Time to dump LMT. That was one of the worst conference calls. Its clearly this is a horrible CEO and management team. Down 30 per-market

Now its very clear why CFO quit!

Time to cut my losses and add more NOC and LHX
That was a big miss.  I sold about half my shares lately.  It was my largest position, yikes.

News Flash…the forever wars are about over. Back to value of 2 decades ago
The only defense sector stock I really like at this point is LHX.

LMT you fooled me once, you fooled me twice. Not going to fool me a 3rd time  Big Grin

I will be adding LHX on weakness today and trying to figure out where to put my LMT shares lol

News Flash…the forever wars are about over. Back to value of 2 decades ago

I wouldn't hold any of the defense contractors at these levels. 

They will be cheaper in a few months 

Do you by chance remember giving me hell for trimming my LMT at 355?  It's a short scroll back, like last month.  Smile
Reply
(10-26-2021, 08:17 AM)fenders53 Wrote:
(10-26-2021, 08:11 AM)kblake Wrote:
(10-26-2021, 07:51 AM)MrFortune Wrote:
(10-26-2021, 07:45 AM)ken-do-nim Wrote:
(10-26-2021, 07:17 AM)fenders53 Wrote: That was a big miss.  I sold about half my shares lately.  It was my largest position, yikes.

News Flash…the forever wars are about over. Back to value of 2 decades ago
The only defense sector stock I really like at this point is LHX.

LMT you fooled me once, you fooled me twice. Not going to fool me a 3rd time  Big Grin

I will be adding LHX on weakness today and trying to figure out where to put my LMT shares lol

News Flash…the forever wars are about over. Back to value of 2 decades ago

I wouldn't hold any of the defense contractors at these levels. 

They will be cheaper in a few months 

Do you by chance remember giving me hell for trimming my LMT at 355?  It's a short scroll back, like last month.  Smile

Yeah you trimmed it, which means you still own it  Big Grin

And if you waited a few weeks you could have sold at $375. So not seeing your point  Big Grin Big Grin
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While you all are basing LMT I bought some right under $342 lol

If it goes to $330 will add more
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(10-26-2021, 08:52 AM)Mr1share Wrote: While you all are basing LMT I bought some right under $342 lol

If it goes to $330 will add more

Smart buy. You will do well over the long term. This is temporary but they are taking it down too hard.

I added some myself just 25 shares just under $330. Would add more under $320 next

Also bought ALLY
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Yeah I couldn't sell LMT down $39 so decided to buy more. Hopefully it turns out to be good buying opportunity

Also added a few FB under $322, and added QCOM, VFC and PG

Bought CNK in case its the next MEME stock lol
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First post here.

Added some LMT as well. Had to at these prices to average down lol

Also took a new position in WM
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Added more LMT at $330. I didn't know LMT was a tech stock lol

Also added more FB, PYPL and bought SNAP new position
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Very tempted to open a position in FB at these levels. And I've never had a problem with sin / evil stocks. I own lots of tobacco, oil, fast food, defense, alcohol, etc. And some big tech (AMZN and GOOG) too. But FB is testing me -- it is the first time I can remember balking at profiting from what a company is doing. If it goes much lower, I'm sure I'll be able to get over it...
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