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Recommendations: 2
...this sort of stupid thread is why this board is dying.
Dammit Tim, I'm a buy-and-holder not a promoter!
Okay, that sounded more like Dr. Leonard McCoy in my head than it does written down. Couple that with the fact I still don't see much worth investing in and you get less writing. Banks and insurance are already over 30% of my portfolio and I don't really want to add to them. Mining / O&G is another 30%, I have 10% in the odd thing and I'm sitting 20-30% cash.
I looked down south at buying INTEL as they are blue chip and paying over a 4% dividend. Everyone was writing about what a great investment they are. The problem is they don't make chips for Apple or Samsung (Samsung does for both) and they don't make chips for the Xbox, Wii or Playstation. That ONLY leaves the PC/Server market. While that market is big it is not enough to continue to drive the company IMO. There is a reason the stock price is down.
I am looking to figure out how to buy Samsung. I think the whole conglomerate would be worth a purchase but I'm not sure that's even possible. To make matters more difficult none of it trades in North America.
Simon
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