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Strategies & Market Trends : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (3216)	8/7/2013 12:45:14 PM
From: Ditchdigger	Respond to of 4719

Thanks for the article and link Sergio. A nice, understandable explanation of the interrelationship of the sector and economic cycle. That being said, I'm not doing much at the present time, I did exchange some PPL shares for WEC shares, same sector-utilities. (WEC has a better dividend growth profile, although yields less currently). Now have PPL at an even weight, was double. Still holding my FCX position as a long term hold. (got that extra $1 divy kicker awhile back) and DOW in the materials/chemicals sector. Was doing some ciphering last night, that DOW divy(over 4% when purchased) has added 10% to my total gains in the stock. Have to run and do an estimate..leaking foundation, my bread and butter)