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?