On Friday I sold the following positions:
- ET Energy Transfer
- GPK Graphic Packaging
- LW Lamb Weston
- PPC Pilgrim’s Pride
- WES Western Midstream Partners
Other than ET, they were laggards.
For now, I’m keeping the cash in reserve. I want to see how the Iran “deal” plays out. Short term it could be a “sell the news” event.
Long term I remain very cynically optimistic that the Industrial Tech sector is in a sustained bull market.
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