A diary of the thought process behind my investment decisions
Giddy Up
Despite the lower market my two largest longs Amgen and Gilead are continuing higher. I believe that a rotation back in to defensive names will continue to benefit them regardless of market direction. The flight to crap is over.
2 comments:
Good to hear. It's always irritating to see the junk jump up in a speculative orgy. Unless you get lucky and own some, of course, LOL.
Nice call man!
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