09-11-2013, 02:58 PM
Dividend reinvestment is an interesting topic. I think if I was overweight in a position or sector then I would think about stopping dividend reinvestment to allow the position to drift back to an acceptable weighting. For a position that is uncertain (such as Apple or Intel), I think I would either stay the course and reinvest OR get out of the position. If it's not good enough to reinvest, then is it good enough to hold?
Unfortunately, the Tech landscape is littered with past device makers that didn't pan out - Palm, Blackberry etc. For that very reason Apple makes me a bit nervous. Intel - who makes computer guts - not so much.
Unfortunately, the Tech landscape is littered with past device makers that didn't pan out - Palm, Blackberry etc. For that very reason Apple makes me a bit nervous. Intel - who makes computer guts - not so much.