Q: Hi Gang. I have about a 20% position in Financials and am looking to either (1) average up on Home Capital Group from a 3.3% position to a 4%+ position or (2) I may start a 2.5% position in Equitable Group (EQB) because of its growth prospects and ultra low p/e.
Other possibilites instead of adding to my financial weighting is VRX or CSU because I am underweight the Pharmas and Tech. Your thoughts would be appreciated regarding my weighting in the Financials and HCG vs EQB at current valuations.
Thanks, as always.
Other possibilites instead of adding to my financial weighting is VRX or CSU because I am underweight the Pharmas and Tech. Your thoughts would be appreciated regarding my weighting in the Financials and HCG vs EQB at current valuations.
Thanks, as always.