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SeaDrill Limited Message Board

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  • DONEDEALER DONEDEALER Sep 8, 2010 3:17 PM Flag

    Isn't this a commodity business?

    Ruth,

    I am heavily into the same sectors with
    KMR, EPD, EPE, CPNO and LINE. All were bought over a year ago and have substantial appreciation. I intend to hold rather that switch to other stocks in those sectors. Newer position in coal have been taken (ARLP and PVG) and in investment manager AB. I am now looking for new sectors such as NMM and SDRL. My biggest concentration is in BDC's (ACAS, AINV, MCGC, BKCC, PSEC) most with yields all over 10%. I do not intend to hold for the long term.

 
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