Our portfolio has 50% in cash and I’m looking for value stocks.
USG’s joint venture with Boral has changed my view of the stock.
USG’s stock took a hit, but housing market fundamentals are sound.
The housing recovery is gaining traction and offers opportunities.
The Bank of America trust paid a 5.79% per annum dividend to the model.
Manager Felix Tong of the Long Term Core Holdings model is seeking to diversify his portfolio while working to retain growth potential.
It seems to me that Diamond Foods must execute its strategy perfectly to pay off its long term debt obligations.
Eventually the housing market will recover and when it does I’m hopeful the portfolio will benefit.
An accounting scandal has knocked the price of this valuable enterprise way down.
I’m not currently interested in purchasing BAC common stock, but found this option much more compelling.