03-17-2014, 11:18 PM
(This post was last modified: 03-17-2014, 11:19 PM by Dividend Watcher.)
Yes, very nice Jason.
I have 12 of them. If I include the wife's, we overlap by 15.
What do you think of BBL's outlook? I've been looking at some basic materials and then end up hemming & hawing over the risks of the cyclicality. Did own APD but, when Will Ackman bought a big stake, and with a 25% gain in a little over a month, I sold it.
I see you have a large holding allocation to the oil patch. Are these smaller positions or do you favor the sector?
I have 12 of them. If I include the wife's, we overlap by 15.
What do you think of BBL's outlook? I've been looking at some basic materials and then end up hemming & hawing over the risks of the cyclicality. Did own APD but, when Will Ackman bought a big stake, and with a 25% gain in a little over a month, I sold it.
I see you have a large holding allocation to the oil patch. Are these smaller positions or do you favor the sector?
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan