03-12-2020, 08:05 PM
Great thread idea, thanks! I haven't updated my stock sheets in a really long time, so I am flying a bit blind right now, making small purchases on gut feeling rather than analysis. If I can get around to doing that soon, I'll post my hottest prospects based on actual reasons.
I've been nibbling on DIS under some of the same logic you've applied to CBL. Yes, shutting the parks during this crisis is going to hurt, but it is a behemoth with a killer business that feels about as safe as possible long term. I've wanted some shares for a long time, and when it ran past $100 a couple / few years ago, I thought I had missed out. It is even stronger now (I think?), and back on sale at those prices I was sad to have missed.
Completely agree with you that LMT is a beast. And a very safe on long-term. But hard for me to contemplate buying here -- even at this large discount from the top -- because I am anchored on the $88 to $93 per share I picked it up for back in late 2012 and early 2013 during the "sequester" scare. It was yielding 5 percent back then!
I've been nibbling on DIS under some of the same logic you've applied to CBL. Yes, shutting the parks during this crisis is going to hurt, but it is a behemoth with a killer business that feels about as safe as possible long term. I've wanted some shares for a long time, and when it ran past $100 a couple / few years ago, I thought I had missed out. It is even stronger now (I think?), and back on sale at those prices I was sad to have missed.
Completely agree with you that LMT is a beast. And a very safe on long-term. But hard for me to contemplate buying here -- even at this large discount from the top -- because I am anchored on the $88 to $93 per share I picked it up for back in late 2012 and early 2013 during the "sequester" scare. It was yielding 5 percent back then!