Sounds like good sectors. Any transports with that?
Is that like shipping companies? Not at the moment. Not a bad thought. Right now I’ve got JNJ, KFT (semi-dogs, but good dividend payers and decently diversified companies), MOO (agri etf), TCLP (love this one), PAYX, and my wife just had to have Tata motors. I had FCX but sold way too early. Live and learn.
Forgot to mention COP. Bought that one cheap. Another decent stock. Would like to buy another oil stock at some point, just to spread the risk around.