I have not been posting much recently, because I have not been doing much. MY last buy was in February, I think. I went large into the MLP sector (WPZ, WMB, BWP, EEQ, OKE debt, NSS (NS debt) ) as well as some banks and industrial distributors. The portfolio has done well, so I am just sitting on it.
The media sector has been a disappointment, with DISCK and SNI not doing so well. SNI has produced stellar numbers (Imo ) and DISCK pretty good ones, but the stocks still don't seem to move.
I don't see many opportunities right now, but I think we are due for a seasonal sell off, so I am hoping that something represents itself. |
