Friday, August 21, 2015

Shopping Today...UNP, CMI, selling GE

Adding some UNP to earlier position...nice pricing today.  Also started a position in Cummins (CMI).  I've been watching CMI for several weeks, and I really like it at these levels.  I'm pretty heavy in industrials, so I sold my position in GE and replaced it with the CMI purchase.  I lose a little yield (3.7% down to 3.1%), but I gain diversification.   I added UTX awhile back, and I like that stock better than GE.....

More to follow...


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