10-21-2014, 11:01 PM
RA, nice list. A little too big for me but if it works for you, good on ya.
Don't know anything about the KMx family but everyone talks about it.
BASFY? Is that one of your speculative plays?
CALM, the only thing I'd be worried about is that they keep making money. I held it in the Great Recession but when they changed the dividend policy to a % of earnings, I sold at a profit and moved on.
I like how you organized by sector and also by how the business was classified. Is that a Morningstar portfolio tracking perk available to subscribers?
Thanks for sharing.
Don't know anything about the KMx family but everyone talks about it.
BASFY? Is that one of your speculative plays?
CALM, the only thing I'd be worried about is that they keep making money. I held it in the Great Recession but when they changed the dividend policy to a % of earnings, I sold at a profit and moved on.
I like how you organized by sector and also by how the business was classified. Is that a Morningstar portfolio tracking perk available to subscribers?
Thanks for sharing.