GOV. I also sold shares at $27+ earlier in the month, around 25% of my holdings. Yep, based on PE. (paul: "Okay, I'll agree stock may be overpriced if traded on p/e. Does it trade on p/e though? Or maybe more on dividend yield...") And I kept the rest because of yield. So, with paul, I bought quite a few GOV back today.
UNP. I bought UNP yesterday, and I normally don't do this, but I sold 1/2 today after a nice pop. I needed the $$ for GOV. I think UNP is a fair holding now, so keeping the rest.
finance.yahoo.com
And sold a very little OFC, since i overweighted it recently. GOV now seems like a better deal, equal PE, higher yield, lower debt. My $GOV = $OFC now.
finance.yahoo.com
cheers,
grommit |
