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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (73157)7/25/2023 2:15:40 PM
From: Spekulatius  Read Replies (2) of 78958
 
re RTX - joined you with a starter position at $83. I think RTX operations are diverse enough to overcome issues in one business (P&W) and I definitely want more defense plays in my portfolio (only own LHX right now).

Stock isn't cheap, but this is a quality business that has opportunities for growth with long runways.
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