SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (57241)5/6/2016 7:32:54 AM
From: Spekulatius  Read Replies (2) | Respond to of 78714
 
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.