Yes, I saw the UPS news. My first new target is GE later today. UPS on back burner for now.
I need a little bit of stability since I'm worried that this run is nearly over, and I have a lot of cash still. I like that GE is planning on a large buyback later this year, and I don't see GE as volatile of my other holdings (like Apple and the like).
Goal is always to hold for at least a year, and then take advantage of capital gain rates. Some of these are in the stratosphere though like BK and MDLZ. Nice problem to have.
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