What I Am Buying Today.

[fenders53]

(09-27-2021, 09:11 AM)kblake Wrote:

(09-27-2021, 09:00 AM)fenders53 Wrote:

(09-27-2021, 08:55 AM)kblake Wrote: added some VLO and LMT

LMT headed to $400.

I know that was for me lol.  I still own a ton so I hope you are right.  

My FDX short is kicking butt.....

Just kidding.  

No way in Hell are you shorting FDX here 

NOC and LMT will do very well until the end of the year.  I know you still hold lots' but you sold too early JS 

Buy tech today its getting hammered 

I honestly do own too much in the defense contractor sub-sector right now.  I learned long ago to separate my politics from my investing and it has served me well.  I am way up on defense overall even down here, but I am fighting the tape being overweight the sector now.  I am about even on LMT but I got some good dividends for years so certainly not my worst move ever.  IMO long-term investors should chug right along and buy dips in defense.  They will have their day again and the div is as safe as it gets. 

I like the transports well enough here.  They are cheaper than most sectors.    

I am definitely interested in some tech soon.  I have almost none at the moment.