tag:blogger.com,1999:blog-6818486532233792196.post7576689728328357940..comments2024-03-18T14:35:45.389-04:00Comments on The Dividend Girl: Saying thank you and goodbye to Premium Brands Holdings Corporation (PBH)Sunnyhttp://www.blogger.com/profile/10439081666297874311noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6818486532233792196.post-55834912191555141692018-11-18T19:05:01.625-05:002018-11-18T19:05:01.625-05:00I have no problem with the fact that you weren'...I have no problem with the fact that you weren't diversified and PHB was such a big position. Nobody gets rich being diversifie (or just buying blue chips) It's just when combined with the huge margin that I worriedAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-52946902912903558852018-11-16T21:31:04.780-05:002018-11-16T21:31:04.780-05:00PHB might recover, because they've announced t...PHB might recover, because they've announced today the intent to repurchase shares. this is why the stock was slightly up todayAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-13997985391754862022018-11-16T21:28:14.527-05:002018-11-16T21:28:14.527-05:00nice.
you're going to need a lot cash availabl...nice.<br />you're going to need a lot cash available to pay taxes in April. though. And to fight the urge to buy other things with the freed up margin :PAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-45644351040776433562018-11-16T20:33:48.969-05:002018-11-16T20:33:48.969-05:00Hello dividend girl,
When you hold solid companies...Hello dividend girl,<br />When you hold solid companies, you should sell on negative material info, not due to choppy market conditions. PBH went up more than $2/share today.<br />CarolAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-14097681586615513312018-11-16T12:24:32.165-05:002018-11-16T12:24:32.165-05:00Oil is used for so much more than just making fuel...Oil is used for so much more than just making fuel for transportation. It is the source of polymers used to make plastics. It is used to make fertilizer, rubber for tires, pharmaceuticals, nylon, dyes, detergents, and so much more. It is still one of the most transportable forms of quick energy. We will continue to rely on oil products for transportation until a means of storing other types of energy is developed that is reliable, long lasting and easy or quickly recharged. This means batteries that can be quickly recharged and last long enough to get you as far as a gas powered vehicle can go. ADRIAN PONCSAKnoreply@blogger.comtag:blogger.com,1999:blog-6818486532233792196.post-43227801951013287342018-11-16T08:53:09.941-05:002018-11-16T08:53:09.941-05:00Hi DG,
PBH & SIS were great growth stocks, bu...Hi DG,<br /><br />PBH & SIS were great growth stocks, but you should learn to take profit when a stock moves too high and too quickly. I assume that you lost around $20 000 (opportunity cost) for not taking profit (lesson 1- take profit periodically).<br /><br />At one point, PBH was your largest holding and represented around 25% of your portfolio. (lesson 2- diversify your portfolio properly). Avoid owning more than 5% in one stock or 20% in one sector (my prefer strategy is 2% in one stock and 10%-15% in one sector).<br /><br />I own CGX in my portfolio, but the recent drop didn't impact my portfolio performance. When you own around 50 stocks, one or two stocks may take hit per year. But, you could minimize the damages using a good diversification strategy. <br /><br />In my view, selling pipeline stocks is a bad move, at the same time owning oil & gas producers also a bad idea. Actually, Pipelines are essentially important to move energy from one location to another, but they are really hard to build. So, the assets those company already have are very valuable.<br /><br />You could do better by simply focus on high quality blue-chip dividend growth stocks, and ignore the short-term market move..<br /><br />You may not like to hear advises, you I thought it may help you....<br /><br />Best Regards,<br /><br />Anonymousnoreply@blogger.com