07-08-2020, 11:25 AM
(07-08-2020, 10:12 AM)kblake Wrote:I like the way you think. Nice buy list. OTIS has been a very goop spinoff from UTX. VLO and PSX look very cheap here. If you have the patience you should do well. GL(07-08-2020, 09:55 AM)divmenow Wrote: Sold out of TXN, DFS, MCO and trimmed FB
Put proceeds into APD, LIN, LHX and PNC
I like the positions. APD has been a horse. Its probably going to $300 with that new deal it reached yesterday. I only have 8 shares but I may add more to my long term position.
Banks are very cheap here. I'm looking to buy BAC today and have a few other names on my "to buy list" like RTX, OTIS, VLO, PPL, PSX, LDOS, ORI, LMT and SCHW
Although the market has run its basically been a tech driven market So I'm finding lots of bargains still. Some I will buy today.