04-15-2014, 12:40 PM
I've been looking pretty closely at GE and may be swapping DRI or CHD out in my portfolio for it soon.
I think ITW and PH are both a bit overvalued here.
I think any of the big three railroads, NSC, CSX, and UNP look good here. I currently own NSC and UNP.
I also own and like CMI and DE at their current valuations.
Just my thoughts, for what they are worth.
I think ITW and PH are both a bit overvalued here.
I think any of the big three railroads, NSC, CSX, and UNP look good here. I currently own NSC and UNP.
I also own and like CMI and DE at their current valuations.
Just my thoughts, for what they are worth.