Thursday, March 13, 2008
More Buying
Adding another 4% to stocks. Old stalwarts: NNDS, BWLD, RICK and SHLD a new one. Have mixed thoughts on that latter one but fits my LTR, LUK, BRK/B theme. I wouldn't buy it to buy a retailer per se. Now have 20 US listed stocks. Analyst Brean Murray commenced coverage of 3SBio at "buy". Doesn't seem to be doing much for the stock yet though.
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2 comments:
Moom,
Great analysis as usual - I will be looking into the PBW ETF. I like BBW in Australia.
Also on a side note - my blog link on your site does not work (due to a common blogger problem, where it adds blogger.com in the begining). Sorry to bring it up in this comment but don't have an email for you.
Cheers
Andy.
From what I understand from a quick look over things, BBW spends pretty much all its operating income on paying interest on its loans and then returns capital to make the distributions (which is why they are tax deferred). CIF has something similar going on but not as extreme. So I wouldn't buy BBW.
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