04-07-2019, 02:47 AM
I own about 20 stocks and the rest in ETFs and Mutuals. If I am honest, practically everything I own is a longterm hold at the moment due to valuation after recent run up. I'd like to think BMY and CVS are buys. Perhaps PFE and BAC as well.
My five UTEs are definitely overpriced and holds at the moment. Same with my consumer staples.
None of my oil stocks are buys. If I was smart they are probably sells before 2019 ends. I'll keep them, but they are just highly cyclical income stocks that will be crushed again. I have no illusion of anything else.
My answer to this question would have been much different in December.
My five UTEs are definitely overpriced and holds at the moment. Same with my consumer staples.
None of my oil stocks are buys. If I was smart they are probably sells before 2019 ends. I'll keep them, but they are just highly cyclical income stocks that will be crushed again. I have no illusion of anything else.
My answer to this question would have been much different in December.