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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (63516)	3/20/2020 10:46:37 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78451

There are more straightforward values energy stocks. I might get into PSX again after selling out. MPC also has a lot of “torque”. If we ever get out of this downturn that economically has just begun. Straightforward values for me are GD (bought some, trades for 8-9x PE) and BRKB ( a but more uncertain and quite levered to the economy, but rock solid finances). I also bought a bit of MA today since it become reasonably priced. Not claiming it really cheap, but it will survive this downturn and continue to make orient after taking a growth rate hit. The recent decline in defense stock seems strange to me. Short text at least, the revenue are secure. long term, priorities could shift, but these guys have shown they can navigate. In addition, LMT, GD and RTN provide the stuff that backs the US$ in my opinion.... GD has a Gulfstream private jet business that May suffer. But then gain will the upper crust in the future travel with a bunch of coughing fellow travelers or all by themselves in a sanitized private Jet sipping champagne. I think I can answer that question.