07-28-2020, 12:51 PM
(07-28-2020, 10:15 AM)stockguru Wrote:(07-28-2020, 10:00 AM)divmenow Wrote: Added to MO, SHW, ABBV, OTIS and took a new position in CARR
Sold out of AOS, CAH, LEN and MCO . I did well on these names. Became a valuation thing for me.
I'm just doing some reshuffling for the next downturn. There are certain names I like in this environment.
I own a few CARR from the spinoff. I have actually been thinking of adding. With home sales doing well and this pandemic hit CARR will do very well with its HVAC division. I may add a few today.
SHW killing is as well. I might do by buy 2 share thingy
I bought some CMI, ITW and MRK oN Monday
Funny thing I would like to share: My AC got busted recently and both my Furnace and AC were at the 21 yr mark (living on borrowed time) and so I decided to replace them both... Finally zeroed in on a Vendor who is an Authorized Carrier Installer and will be getting them both installed tomorrow... So Stockguru I think your instincts about CARR doing well in it HVAC division is accurate :-)