Edit: you are right, I don't know how I missed LMT.
You like those etfs. Why do you think kors is going up? Its ran pretty far since the IPO, no? I think its fairly valued. Is retail going up?
My opinion on KORS is they're building their brand similar to Ralph Lauren. They have the cheap stuff at Macy's and the higher end at the luxury stores. Their women's bags are taking market share from Coach.
As far as trading the stock, I let the price dictate when I trade it. I'm in small now and will add if it breaks the high of 3 weeks ago.