On the recent pullback bought DD and CHK in support for early recovery thesis. Another industry that should grow in early recovery is transportation. I already own CSX and am thinking of buying a shipper. But all of them look so vulnerable now.
Missed HD. Wanted to buy it for a long time but it never gives me a meaningful pullback.
Update: Market pulled back more than 1.5%. Bought MA on pullback. By the end of the day market was back to almost even.