For those shopping, industrials (specifically defense stocks) are looking like nice entry prices today. I rode them up earlier this year and dumped them near the peak. I restarted a position in GD and NOC so far and am close to entry with RTX and adding to my LMT position. They all beat on earnings have strong balance sheets and are a little safer than growth stocks. I like them to balance my tech/growth stocks.
I'm buying LMT this afternoon, just $35,000 position as it's a new company to portfolio. I have added to JNJ and PEP