(01-26-2021, 12:51 PM)Otter Wrote: Really like LMT down here, as well. Also like LDOS under $105 if it dips that low this year.I didn't go crazy today because I do give some respect to the "three day rule" for a stock in a hard decline after earnings. I only grabbed about 10 more shares, but I have been adding one or two now and then since it breached $350. I am ready to get serious on LMT and just close my eyes for years if I have to. There are few stocks I have more confidence in a few years down the road. Not just surviving, but maintaining earnings growth when the unexpected happens. It's been my plan for some time to make it my largest holding. I just know political rhetoric is going to throw some cold water on the party at some point. The market will react whether it is meaningful or not in the short-term. I would not advise anyone to buy a defense stock if they are going to worry where it is in a few months. We are paddling against the current, and sentiment is what the market is all about today.
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