05-19-2021, 02:39 PM
Made some moves today and did some re-shuffling lol
Added BAH and LMT and took new position in PAG and TDOC
PAG looks very undervalued. PE 10 and growth rate over 20. I bought a SUV 2 weeks ago at Carshop and here Penske bought the company Carsense and I have been waiting for a dip
Sold BAC, PPG, DDS, SAGE and some MCD
Added BAH and LMT and took new position in PAG and TDOC
PAG looks very undervalued. PE 10 and growth rate over 20. I bought a SUV 2 weeks ago at Carshop and here Penske bought the company Carsense and I have been waiting for a dip

Sold BAC, PPG, DDS, SAGE and some MCD