I saw you added DIS. Good move down here IMO. I added a small position in DIS back to my port this week. You are right they are not just about parks. They have some strong momentum with their new video service, and of course they are content kings since forever. This may be out of date but I have heard they are trying to keep Disney World open through spring break. If they close all their parks that will be my day to add more when the stock gets hit on the news. Trouble with your European park too as expected. No matter what the market is doing that day I plan to add if they have closures. I wish they would be more consistent with DIV growth. It will run back to $140, but it was already there and labored a lot of years prior. A bit like Deere. Too big to grow fast so give us our dividend please. It's a safe stock though. No need to scour their reports for big problems.
I like LMT a lot but there will be a day when trimming will be advisable. The defense budget is ludicrous and won't last forever. $90 isn't coming back. They have very long contracts though. Fighter jet contracts are 10+ year programs. If you made me put all my money in just three stocks LMT might be one of them. Most all of the defense stocks will come screaming out of this correction if the recession isn't to harsh. LHX looks good. Raytheon has some baggage now because their merger partner UTX has exposure to BA passenger/commercial air.
EDIT: Scratch that, Disney World just closed for at least three weeks.
I like LMT a lot but there will be a day when trimming will be advisable. The defense budget is ludicrous and won't last forever. $90 isn't coming back. They have very long contracts though. Fighter jet contracts are 10+ year programs. If you made me put all my money in just three stocks LMT might be one of them. Most all of the defense stocks will come screaming out of this correction if the recession isn't to harsh. LHX looks good. Raytheon has some baggage now because their merger partner UTX has exposure to BA passenger/commercial air.
EDIT: Scratch that, Disney World just closed for at least three weeks.