little reality check against all these constant posters
Your WIN investment is up 2.5% YTD net. It is not keeping up with the S&P (18%) but thats why my portfolio has CELG, CRZO, WFC and ETN in it along with WIN. In a down S&P year you'll still get your dividend, that is why you own WIN, not to keep up with a red hot market.
I know what you mean. If fact when the market is hot (like over 15% YTD), I don't even try to match the market results. That's because my investment strategy won't allow me to buy stocks unless the companies are undervalued. Consequently, when the market heats up I have a difficult time founding stocks to buy and I tend to sell my holdings as the market continues to go up. Thus, I accumulate cash and under perform the market during the "hot" times. Though, I may beat the market over a five year period, there will be years I'm lagging it. I'm currently searching for additional stocks but having a difficult time because most of them are overvalued.
nice posts! agreed with you (having recently started a position at 8), even if the div were cut 50% (which IS NOT) in the cards 8ish is in fair-value range. probably similarly true at ftr, have some of them recently too, at 390s. GLs, nm
There is nothing else to talk about on WIN until they report Q2 and then it will mostly about guideance for Q3 & Q4 - there will be no sale, it being up or down a few pennies a day doesn't matter, it isn't going to cut its dividend this year. Nothing matters but mgt demonstrating that they can or cannot cut capex, if they cut capex then the question will be can they remain competitive without the capex which will take a year or two to figure out