Well, I am not active physically today as the knee is slowing me down. But I have been active on the transaction front post my weekend analysis.
- I sold all my SBS at $9.39. So a bit less than a 2% loss. Move on.
- I bought PM. Like the 4.8% yield. It will fit in well with my dividend portfolio.
- I increased my AOD holdings by about 30%. That actually makes AOD my 4th largest holding. Sure hope I am right!
- I increased my KLIC holdings by about 15%.
So three of the stocks I identified as an "A" I have added to today. I will still think about C and TGONF.
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