(07-15-2020, 11:41 AM)stockguru Wrote: Trimmed some LHX today up $6. It's been acting very bad of late and lots of insiders have been selling. I still have a large position but wanted to use the money else where.I have a similar nervousness about LHX. Most defense stocks are down lately but LHX seems worse for no reason I can find. RTX is a little sketchy too but that one's easier to understand. Slow week for me. Trimmed a little ALE today and may have caught the high. It's my belief the northern UTEs will come up short on this quarters earnings. Many of them support industries that aren't thriving. We'll see if the market cares. I'd like some room to add if they get hit during earnings.
Sold out of MRNA and KMX
Added to LOW, RTX, and MDT Took a small position in FTNT. RSI was at the right price and I wanted to add AI security company lol
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