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Colin Lea
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The author is Australian with a long term interest and personal stake in financial planning and management. He is a Registered Financial Adviser, is a member of the FPA Australia, and is a Certified Gold Seeking Alpha Contributor. Prior professional background of 20 years in military &... More
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  • Follow The Sun - My Sun Tzu Portfolio 2012, Week 3 2 comments
    Jan 21, 2012 5:52 PM | about stocks: ALK, BHP, C, CAT, GD, PCXCQ, PNC, WMT

    This will be the last weekly portfolio wrap that I post, unless there are exceptional occurrences that affect the portfolio. Commencing next week (27th January) I will post the end of month portfolio wrap on the last Friday of each month. The yearly portfolio wrap will be posted in October on the last Friday following the portfolio 12 month period end.

    The portfolio wrap for the week ended 20th January 2012 is as follows:

    In addition to the value posted above, the portfolio holds a reserve cash balance ($5,028.00), and I have also followed up and have included an updated table below which shows dividends earned of $221.86 (Oct - Nov - Dec, 2012):

    Collated below is the Portfolio's overall value as at 20th January, 2012:

    Disclosure: I am long BHP.

    Additional disclosure: This advice is general advice only. You should seek independant financial advice before making any investments of your own.

    Stocks: ALK, BHP, C, CAT, GD, PCXCQ, PNC, WMT
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Comments (2)
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    Comments (7) | Send Message
    Excellent job grabbing up CAT when you did. I'm surprised to see C in the portfolio - it's been trading deadweight for years.
    30 Jan 2012, 06:31 PM Reply Like
  • Colin Lea
    , contributor
    Comments (606) | Send Message
    Author’s reply » My rationale for including C is as follows (from the original article):


    Citigroup (C) – The rose among the thorns as far as the big financial banks, with less exposure to the big issues facing US banks, and a CEO who seems to understand the challenges (both real and protest driven) the stock is currently trading at $29.31 with EPS of 3.19 and P/E of 8.70. It will continue to face the current immediate issues causing pressure on banking stocks, but even so, it will be well positioned for capital growth and dividend growth as markets recover.


    (See more at:


    Thanks for your comment. Regards, Col
    31 Jan 2012, 09:25 AM Reply Like
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