Yea, I still hold NE sold a good chunk of it when it rose to around 37 and been buying back some recently in the 34 range. I also been buying DO around current prices, sold out of ESI.TO, ATW and ESV in that sector for some nice gains in a short period of time.
Agriculture, My top holding is still VT.TO and I have been building positions in MBC.TO and VFF.TO.
Own a basket of pharma names SNY, JNJ and LLY being the largest of the ones I hold. Bought AZN on the dip yesterday and I also own ABT and MRK
Financials sold AIG and WFC on the recent rise still hold BAC, C and MBI. Been in and out of HRB too many times to remember for quick 5% gains.
Real-Estate and land, been buying in this sector recently with JOE hitting lows not seen in a long time bought while holding my nose on the way down from 19 to mid 17s and wish I bought more now , CTO been buying recently as I found out Wintergreen has been adding, also own starter positions in ALCO and TRC. Still own SHLD and waiting to get rewarded on that name.
Energy it is strictly a few names DO, NE, CHK and TI-UN.to
Tech own a few names in this sector believe it is cheap like the Pharam sector. I was in MSFT for a few weeks got a quick 10% return and left, been buying CSCO, DELL and HPQ all seem historically cheap and should do well from current levels.
Insurance own a little MCY and your company WTM.
Then I have miscellaneous investments in GRVY, WINN, KFT, HEM.TO, MKV and KMB and that is pretty much it for my portfolio.
Medals I do not own any sold out of III.TO and CDY. |
