On day one, my sale of HPQ was a good call as it was down 6%. I will keep it on close watch but I have not yet decided whether I will buy it again. I already own one tech rehab stock (RIMM).
I was watching TV yesterday and they suggested that if there is an altercation between Israel and Iran that refiners will suffer. I need to think about that as I was thinking it would be the other way. My logic is that they will start refining strategic reserve crude and will get higher margins. But perhaps demand will dry up with higher prices and they will get lower margins on less crude refined. Also, I suspect Israeli stocks (I own MNDO and CEL) could be impacted. Interestingly, both those stocks announce their earnings the next couple of weeks. CEL has just been a disaster stock for me (I am down about 30%), while MNDO has been ok (up 12%).
My portfolios continue to do well in 2012. My dividend portfolio is up 10.5% and overall I am up 13.9%. Here is a table of how my dividend stocks have done since January 1st (that I owned then):
|Stock||Start||Last Week||Current||YTD Change||Weekly Change|
Here is a table of my non-dividend stocks and their performance:
I have definitely done well with those picks. My other current non dividend holdings are CVI, RIMM and TROX.