I hate to even admit this here but I try to be transparent rather than just brag about my wins. I just sold the last half of my LMT. I try not to sell unless the fundamentals have changed. When every major defense stock is predicting loss of revenue growth for a few years, the story has changed. There is about zero chance the defense budget is increased for years. I said a few months ago I believe RTX is more appealing because they aren't 100% dependent on the government. I am pretty sure pure defense stocks are dead money and I can re-enter later if I choose to. Sold some of my shares at a loss. Probably down 5% overall. Hope it runs to the moon for you guys. LMT isn't going out of business and I bet they are way higher five years from now.
One more ticker off my pre-retirement list. Trying to stop picking the flowers and watering the weeds.
One more ticker off my pre-retirement list. Trying to stop picking the flowers and watering the weeds.