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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (67005)3/31/2021 6:42:56 PM
From: Spekulatius  Read Replies (2) of 78751
 
Closed out 85% of WY holdings. Never really did anything for the year I held them and div not that good either. SEOYA and even CTT better performers.
I am not sure what your expected WY to do. It was around $24 pre Covid-19 when I replied to you and you sold it around $35 plus some dividends 18 month later. This seems like a good outcome to me, regardless if other stocks did better.
SO is an utility so an entirely different business. The only utility I hold is SRE, which I traded last summer then rebought again during this Texas freeze, which didn’t affect it at all. I am happy holding it, it is a well managed utility,imo.
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