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...
Chump
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