tag:blogger.com,1999:blog-6097510160054715524.post4901022652727988565..comments2024-01-03T21:42:28.979-08:00Comments on DivGro: Recent Buy: SNPFerdiShttp://www.blogger.com/profile/05008021146951839361noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-6097510160054715524.post-73953933326435659732013-10-25T06:35:00.600-07:002013-10-25T06:35:00.600-07:00Thanks! Good to know there's nothing specific....Thanks! Good to know there's nothing specific... let us know if you find something while looking into these stocks. Good luck!FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-25777035658251261452013-10-24T14:53:32.107-07:002013-10-24T14:53:32.107-07:00Yea, No- I don't know of anything negative aga...Yea, No- I don't know of anything negative against these companies but I see diversifying if a key. As long as you have equal weights I'd keep it like you have said above. Trust me these are going to be snow balling sooner than later and with your current pace you are going to be there in no time. The reason I ask is because now you have me interested in these stocks, will be looking into them quite thoroughly. As you said past experience is very solid- Keep up the Good Work!!!Anonymoushttps://www.blogger.com/profile/08958649523488135055noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-69071309598783623042013-10-24T08:48:25.358-07:002013-10-24T08:48:25.358-07:00Hi Phil -- thanks for your comment!
Fair question...Hi Phil -- thanks for your comment!<br /><br />Fair question about SNP & CHL. When I analyze stocks for possible purchase, I can only go by readily available data, opinions and news articles. These are large cap stocks with at least 5-year streaks of dividend increases, strong dividend growth rates, and solid yields. As long as these statements stay generally in tact for SNP & CHL, I'll keep my shares. Of course, if I should find evidence about questionable activity, I would certainly take that into account. If you know something specific of concern about SNP & CHL, I would love to hear about it!<br /><br />I'm still building my portfolio and need to work harder on diversification. I'm at 18 stocks now, thinking that 40 is a good number to target. On average, that would mean exposure of 2.5% per stock. I'm not there yet, so I'll continue to look for new acquisitions for a while yet before adding shares to any of my existing holdings. Generally, though, I see investing equally in all my holdings and not differentiating based on some confidence or trust measure. (Right now, though, I've doubled up on ETP and VNR, because I want to avoid dealing with different lots in K-1 stocks).<br /><br />Keep in touch!FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-79296201419668988292013-10-24T07:48:49.813-07:002013-10-24T07:48:49.813-07:00First off love the blog!! I want to play devils ad...First off love the blog!! I want to play devils advocate and just ask you what make's you trust SNP & CHL? Institutions owned are only 1% to 2%. I know there is corruption here in America but in China there is a lot more than here in America from what I hear.... Also do you intend to build these up by purchasing more shares or keep them a relatively low weight against' your portfolio? <br /><br />Would love to hear your thoughts- <br /><br />PhilAnonymoushttps://www.blogger.com/profile/08958649523488135055noreply@blogger.com