I am not unhappy about the dividends being used to buy back shares. Value will grow over time, especially now they are on a buying spree to replace the planes sold and raising income.
Keem. you made a critical point. Quality teachers produce quality students. Finland as with the other Scandinavian countries puts great emphasis in the quality of education. You cant be great if your education systems produces hamburger flippers.
Still the same situation. Just stated the obvious.
William, that's what AMID is all about. High growth Q2 onwards. May add more today, if share drops enough. I also agree with you that a bit of a concentration in this share is warranted.
Deepsea, I must admit my portfolio is more concentrated and revolves around 5 shares i see as having growth and sustainable dividends. It is way too early to get involved in refiners. I exited refiners in Nov15.
William, I have to agree with you. My entry points for my main holdings, are such that I will merely sit out the possible " go away in May" effect and collect the divs. All will come out in the wash eventually and day to day movements are just that.
That is fine. Will buy some more at that price. I expect the price to drop to about $12.25 ish around july or earlier and will add at any price at that level.
The SXCP I mentioned as a high yielder has had a nice run yesterday. Its in the coal sector , but does not mine coal, and only converts it to coke. A baby and the bathwater situation.
Message cut short. To continue, KNOP,DLNG, AMID and in addition own SXCP in the energy space.