07-29-2014, 11:58 PM
(This post was last modified: 07-29-2014, 11:59 PM by earthtodan.)
I bought 20 UTX as it passed below the $110 mark, which is about half a position for me. I like the urbanization theme (elevators and HVAC) even though those segments reported weak results this quarter. The Pratt & Whitney segment complements my full position in GE to round out the aerospace exposure. As far as I can tell, when Boeing and Airbus compete, I win. I don't really have an opinion on the defense sector, but I'll take it.
Also the 10 year DGR is fantastic.
Also the 10 year DGR is fantastic.