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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (66905)3/17/2021 8:48:50 PM
From: Spekulatius  Read Replies (3) of 78958
 
ORI. Following you and reducing ORI position. I look at its current dividend, which isn't attractive to me at about 4%. Good history though and some insider buying here at about current price.
It might be time to trim, but I can’t find better values easily. 4% dividend yield and 5% growth yields 9% total return which is pretty good. In addition, I think we will see special dividends from time to time.

I am just holding, having sold too early many times unless I find a better stock.

My recent adds are BABA and VNT (FTV spin-off with Danaher heritage).
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