Weekend Digest #285 (Selling Lockheed, Buying Estee Lauder/Diageo, Mexico Update)
Making some moves in the aggressive portfolio.
Summary
Booking the 60% gain on Lockheed Martin, sentiment has now improved dramatically while the underlying business hasn't really moved the needle.
Rotating that capital into Estee Lauder and Diageo, respectively.
A deep dive into Japan's carry trade excitement and the practical ramifications of that elsewhere, namely in Mexico.
Mexico is a strong buy he…
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