04-11-2014, 12:18 PM
Industrials has the smallest allocation in my portfolio and I desperately need some exposure there. I had DE in my watchlist over the last few months, but decided to drop it as I read more about it - the fact that they decided to increase their buyback program instead of increasing dividends just didnt sit well with me.
I am now considering conglomerates (GE, UTX), ITW, PH. The defense sector looks like a good investment as well, but not at these levels. Waiting for a better entry point.
I am now considering conglomerates (GE, UTX), ITW, PH. The defense sector looks like a good investment as well, but not at these levels. Waiting for a better entry point.