Comments on: Saturday LinkStuff

By: FourPillars

FourPillars — Mon, 19 Nov 2007 14:57:07 +0000

You’re right – it is a bit high. I figure over time, the percentage will go down.

C – it sucks when you buy something and it goes down but I guess that’s what happens when you “buy on dips” since it’s impossible to know the exact bottom…

Mike

By: telly

telly — Mon, 19 Nov 2007 14:43:46 +0000

It does seem a bit high but I’d be tempted to increase my holdings to bring down my ACB as well.

Personally, I plan to increase the percentage individual stocks make up of our portfolio for the same reason. C is down over 20% since my purchase!!

By: FourPillars

FourPillars — Mon, 19 Nov 2007 14:23:02 +0000

I don’t mind…

Our entire portfolio including the BMO is about $260k so the BMO is about 9%. This is a bit high which is why we’re not planning to buy anymore.

I figure if you don’t go more than 10% on one company then you should be ok…plus BMO is the perfect stock for our leverage plan (on paper at least).

Mike

By: telly

telly — Mon, 19 Nov 2007 13:07:58 +0000

If you don’t mind my asking, how much (%) of your portfolio is made up of BMO stock? That seems like a rather large holding of one stock (at least it would be for our portfolio!)

By: Four Pillars

Four Pillars — Mon, 19 Nov 2007 03:18:37 +0000

Gates – thanks!

Fecundity – the weather was pretty good here last week.

D4L – I’m not following a specific diet. I’m trying to reduce my “bad stuff” – beer, carbs, junk food, fat intake etc. I’m not a fan of Atkins – I think every diet has room for at least a few carbs.

Mike

By: Dividends4Life

Dividends4Life — Sun, 18 Nov 2007 23:00:28 +0000

Are you following a specific diet? I did Atkins several years a go and lost a lot of weight, but I was concerned about the long-term health consequences of that diet.

Best Wishes,
D4L

By: Fecundity

Fecundity — Sun, 18 Nov 2007 15:17:33 +0000

Hey, thanks for the link and congrats on the weight loss.

Riding to work in November. You are a stronger person than me.

By: Gates VP

Gates VP — Sat, 17 Nov 2007 23:44:16 +0000

Hey Mike, congrats on the extra pounds!

By: Kyle

Kyle — Sat, 17 Nov 2007 21:27:54 +0000

Thanks for the shout out Mike, that ebay post was kind of a fun one to watch materialize. And I agree with Guinness as well, I would also put alot of ebayers in the category of the folks who shop alot on QVC and HSN…

By: Four Pillars

Four Pillars — Sat, 17 Nov 2007 18:34:54 +0000

Thanks Guinness – the fact is I’m probably still about 20lb overweight – the more over you are, the easier the pounds are to lose. It’s the last few that are the hardest.

Lol on the cat lady comment – I agree (even though we have two cats!)

Mike