03-27-2014, 08:36 AM
I like your new picks and own TGT, O, OHI, LO and PM.
From those I like OHI at current prices and also think PM will be a great long term holding. I like LO but it has some risk with lack of diversification as it relies mainly on menthol cigs.
Would consider MO instead of LO based on its large SAB Miller holdings. Tim McAleenan wrote a nice article http://seekingalpha.com/a/1987n on it the other day.
I also like CVX and PSX for oil plays and I think the railroads will continue to do well. I own UNP and NSC and think CSX is also attractive at current prices.
KO I think also looks pretty good as its currently yielding about 3.2%, which is higher than it normally trades at.
All in all, I like your picks!
From those I like OHI at current prices and also think PM will be a great long term holding. I like LO but it has some risk with lack of diversification as it relies mainly on menthol cigs.
Would consider MO instead of LO based on its large SAB Miller holdings. Tim McAleenan wrote a nice article http://seekingalpha.com/a/1987n on it the other day.
I also like CVX and PSX for oil plays and I think the railroads will continue to do well. I own UNP and NSC and think CSX is also attractive at current prices.
KO I think also looks pretty good as its currently yielding about 3.2%, which is higher than it normally trades at.
All in all, I like your picks!