10-15-2020, 03:41 PM
(10-15-2020, 03:10 PM)divmenow Wrote: Tech - APPL, MSFT, AVGO, and MA
RETAIL- COST, SBUX, DG, HD and LOW
Utilities - NEE and AWK
Defense - LMT
Consumer - MKC, PEP and PG
Chemicals - APD
Restaurant - MCD
Rails - NSC
Industrials - ITW and WM
You can throw in a few name to have fun with as well like the Renewal energy names
UNP is trading at 26X 2020 estimates while NSC is at 24.5, and that is with current year earnings being negatively impacted by a recession and historically low energy prices. Both are currently projected for double-digit growth going forward.
They are expensive against historical levels, but not anymore than others on your list. AAPL, APD, AWK, COST, MA, MKC are all trading at PE's of 35-40.