(01-20-2021, 06:03 PM)ChadR Wrote: NSC has done well for me. Great idea for a new topic. Airlines scare me too much to invest in them. And like crimsonghost I have also been adding to BIP to cover the rest of my transportation and infrastructure part of my portfolio.I picked a bad time to play with airlines. I bought DAL because they had one of the best balance sheets in the industry. Turns out they were in trouble about as fast as any other carrier. They would be about my last choice with stable options in the sector. I'll let somebody else trade them. Owning commercial aircraft parts suppliers is close enough for me.
Many of the railroads are solid investments. I may add another on a dip. Same with UPS and FDX. I traded them off the march lows and sold them too quick. I may run a screen on mid-cap transports with some global exposure soon. The Covid will subside and it will be too late.
And nothing wrong with being lazy in this or any other sector Crimsonghost. It's fun to pretend like we are masters of all sectors, but it just isn't so in my case. I do however live one mile from the rails and barge traffic. They move enough grain products overland and water to feed a continent. I even know employees in the industry. I'll put a little effort into informing myself.