Graham Osborn Posted March 26, 2016 Share Posted March 26, 2016 My counterpart to the "what are you buying" thread :) I'll start: ABC AET AGN AMZN (bad idea) ASH AZO (bad idea) BMY CAR CBG CELG CRM (probably bad idea) CVS DISH ETP EXR (bad idea) F GGP GRA GS KR (probably bad idea) LB LNG M MA MCK MDT MS PCLN (bad idea) RCL SBGI SBUX (bad idea) TSO URI The ones in parentheses I don't intend to hold much longer. Common themes in the list are healthcare rollups, levered equipment/ car rentals, banks, brick-and-mortar retail, some levered energy/ MLPs. More ideas appreciated. Good luck, Graham Link to comment Share on other sites More sharing options...
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