Reply #7 jeffzeke's post
Several years ago, my investment position 90% changed to physical gold,
not ETFs. There are no regrets given the current and past several years
of uncertainty. Meanwhile, I wait.
jeffzeke, I am curious why you chose Boeing but omitted Raytheon [RTX]?
The former is continuing to shift significant manufacturing segments from
Washington state to S.C. which is a very positive longterm move. The
Washington state labour unions have not been very cooperative in recent
decades. Raytheon has an excellent market presence which is expanding
due to the numerous rapidly increasing regional political "instabilities." 
Macy's is dying.
Aurora Cannabis (ACB), a very reasonable investment. John Denver optional . . . Noooooo, PLEASE!!
Wynn Resorts (WYNN), sticky for the near future. Should recover.
American Airlines . . back in the 1980-1990 era, they were a top shelf airline,
just like Cathay. Their current service is garbage [on a sunny day], they routinely
loose baggage and are generally rude on virtually everything. Many CX customers
will NOT fly AA [including me] and willingly forego the mileage/points to avoid the
AA bespoke FUBACOR experience . . . just for you!
Terrible investment, krap management. 
Halliburton (HAL), good company, needs another Iraq to blossom. Unlikely to happen.
Bank of America (BAC), a competently run company. Longterm investment only.
Curious why no mention of mining stocks? Water, minerals and rare earths [not Chinese]
are all good long term positions. | |
