LHSP - very good news, seems like a great long term play, and had a very nice day today. In this market however, I have adopted a new strategy. I am big in T, and picked up DIS at 33 today. They are now the BIG bulk of my portfolio. I feel comfy (even though T is down right now) holding AT&T and Disney at these prices. T has a split coming, and Disney has a lot of product in the pipe for the summer. Both are bargains, and although there seem to be a LOT of bargains out there at the moment, I like the 1 and 3 letter stocks (g).
I still have EBLD, JBOH FRTI VCR and CULE... holding longer than I had originally planned, but it isnt killing me to hang on a while, being a fisherman...
All waiting to bounce back, all in a good place.
Nice call on LHSP though, if it was last week, I'd be all over it. Just playing it conservative for now...
MG |
