Thanks Spekulatius, for your your opinion on AVNW. Much appreciated. And yes, I bought TXT aggressively all the way down to 3.63, legged out on the way up, selling last shares at 20, leaving 5 points on the table . In general I legged out of my outsized positions way too soon. (PBY, MU). TXT was my best trade of all times, by far. huge. A close friend is in the defense business and supported my aggressive buying. I did not do the same with GE. got out near even, or small loss. this was of course during the meltdown.
Incidentally I took a small bite of TXT at 16+ very recently. even though i always fear going back to the well.
Spekulatius, you say you have expertise in regional banks. Besides telling me to avoid it like the plague, do you have any sense of what's going on with SMTB? I have a small losing position and i've been stupidly stubborn about selling it. Also, KEY? which I don't own. |
