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reddingrunner (95.19)

HTO portfoliio: Weekly Update 031113

Recs

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March 11, 2013 – Comments (1) | RELATED TICKERS: DTEGY , HSNGY , NRF

Last week was a good week, portfolio up 4% (3.99) while the index was up 2.33% (VTI).

Added two more foreign large caps today, even though my foreign holdings have been a drag on performance so far.   DTEGY is Deutsch telecom with a big dividend, here's a pretty good summary:

http://seekingalpha.com/article/1079291-deutsche-telekom-iphone-deal-investments-to-help-this-8-2-dividend-yielder-grow?source=yahoo

HSNGY is a large bank in Hong Kong which I believe is seriously undervalued by the market at the moment.  Not ratable on CAPS

Both of these may take a little longer than my normal three-month time frame to prove their worth but they give me some good diversification.

Speaking of diversification: If I make any more trades this week, it will be to buy NRF. 

1 Comments – Post Your Own

#1) On March 11, 2013 at 2:51 PM, reddingrunner (95.19) wrote:

WHR, FFCH, SMP, AGESY, CYOU, FIBK, RDS-B, ROCK, TSBK, CFI, PJC, PTP, CCUR, MDAS, PFLT, UBSH, LCI, TLSNY, IDCC, AHS, CLMT, CRD-B, BKMU, SYMC, OTTR, CLRO, DTEGY, HSNGY.

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