I’m pretty overweight tech, though not as much as I used to be. I’ve been swooping in on regional banks with good balance sheets and liquidity. I’ve got $BAM. I’m in $VALE. I’m looking at $GLW.
But I want to also get into a really big heavy industrial with a deeply ingrained culture of work ethic and results, or maybe a turnaround story if it seems worth it.
What are your thoughts?
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