07-28-2020, 10:00 AM
Added to MO, SHW, ABBV, OTIS and took a new position in CARR
Sold out of AOS, CAH, LEN and MCO . I did well on these names. Became a valuation thing for me.
I'm just doing some reshuffling for the next downturn. There are certain names I like in this environment.
Sold out of AOS, CAH, LEN and MCO . I did well on these names. Became a valuation thing for me.
I'm just doing some reshuffling for the next downturn. There are certain names I like in this environment.