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

To: bruwin who wrote (74618)	12/24/2023 10:19:41 AM
From: E_K_S	Read Replies (1) \| Respond to of 78476

Re: UGI For UGI my avg cost is $25/share. I have 25 buys during 2023 from June through November. Just small buys over the 6 month period. It now makes up a 2% portfolio position & pays a 6% qualified dividend. FWIW, I typically start a position at a 0.5% portfolio position and may add (depending on valuation) to a 1% portfolio position. However w/ UGI it's 2x that. The dividend is/was attractive so currently that is where I sit. Plan will be to peel off high cost shares over the next period of time and/or as news/earnings is posted. Will be looking to see what the consulting firms (JPM & Goldman Sachs) report back to management on their search to find shareholder's value.