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April 10, 2007 – Comments (5)

when there is a stock in your real portfolio that you're uncomfortable putting into your CAPS portfolio? Anybody else run into that?

Despite what my CAPS portfolio may look like, I do like doing well in CAPS and I found myself pondering why I hadn't added Duke Energy (DUK) to my CAPS portfolio yet. Answer: I don't think it'll outpace the S&P and would hurt my CAPS score. Ouch, painful realization.

Of course with Duke I've had a DRIP going for a number of years now (post Enron and when Duke took a big spill) and it's done quite well for me. As much as I like the DRIP, though, my CAPS conundrum now has me thinking about whether I should look to greener pastures for a new DRIP.

As an important sidenote, a current need for liquidity has also had me thinking that it's not really that bad of a time to cash in on all the goodness that Duke has brought to my life.

as a redundant disclosure, I own Duke shares

-Kopp 

5 Comments – Post Your Own

#1) On April 11, 2007 at 5:51 AM, VELOCE100 (42.52) wrote:

My CAPS portfolio IS my real portfolio. I want to win, and it's a good discipline.

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#2) On April 15, 2007 at 9:27 PM, Allstar13913 (99.82) wrote:

I have the same problem with Sprint (S) shares.  I'm debating whether to liquidate them from my real portfolio right now. 

I'm debating whether Sprint's bet on the new Wimax technology is going to be good for the share price.  The one good thing that did come out of my Sprint purchase were my Embarq (EQ) spinoff shares, which have really ouperformed in the last year.

Any thoughts?
 

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#3) On April 16, 2007 at 11:35 AM, TMFKopp (98.50) wrote:

I've found myself running the numbers on Sprint a few times now because the valuation seems good. I haven't been able to get them to look right to me yet, but I also haven't dug too deep.

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#4) On September 11, 2007 at 9:17 PM, TDRH (99.68) wrote:

I would hang on to Duke until we see a boost in Natural Gas prices.   I understand that they are involved in a lot of other areas as well, but in many investor's minds, including my own, they will always be associated with Panhandle Eastern, Panenergy etc.  
I have not seen a chart for Duke, but I imagine it is having trouble keeping pace with the S&P 500.   Unless you have a strong feeling about another stock and need to free up some capital, let it ride.  
In my own portfolio, I have too large of a percentage in BAC.   It has a fantastic yield on my cost basis, but with their recent investment of 2 Billion in CFC, I do not have a good feeling about the prospects.    I have stop losses in place, though I would prefer to weather the storm than sell it outright.   What do you think? 

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#5) On September 12, 2007 at 1:52 AM, kristm (99.75) wrote:

If it's not good enough to put in Caps then it has no business in my real money portfolio. I've picked every stock in my real holdings here except for one that Caps doesn't cover.

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