Does anyone else get addicted to dividends? They're just so real and tangible, I love em'.
Although they're a small part of our portfolio, I like the part where they're deposited to our Fidelity account a week before it pays the credit-card bill.
Berkshire Hathaway had zero pop on the annual report. This holding is looking more like bear insurance than a hot growth prospect. Maybe it'll drop 10-20% so that we can buy more.
Tweedy, Browne Global Value (TBGVX) is up over 5% in 2+ months. Unsustainable but quite encouraging. Apparently Europe, small-cap, & value's demises are all prematurely predicted.
Stopped out of Las Vegas Sands (LVS) at a small profit but wish I'd stayed in. Maybe there'll be a buying opportunity again soon.
Build-a-Bear Workshops (BBW) is imploding quite nicely, and Greenfield Online (SRVY) is also headed for disaster.
We had a Peter Lynch moment this year-- spouse saw a TV ad for "Splenda", an artificial sweetener that maintains its flavor at high temps (baking or hot drinks). Did some research, found out that we were late to the party but not too late for dessert, and bought ADRs on 16 Dec 04 @ $36.50. Up over 4% today to $41.35. I sure hope this isn't a play on a declining dollar.
I'm intrigued by Dolby Labs (DLB), Given Imaging (GIVN), & Genzyme Corp (GENZ). And does anyone believe that Herbalife (HLF) has a future?!?
Now if the market would only acknowledge my prescience with Nortel & Sun...