I currently have 21 companies in my portfolio, so I'm not looking to add any right now, but I'd like to increase my weightings in some.
I recently made a small purchase in JMAT and would like to double up to bring it in line with my average holding size. I also want to make smaller increases in FEVR, PFD and CNKS.
I just received a chunky dividend from CNKS so I have good feelings about it currently!
I also held Treatt, but have sold that one out after a quick 17% gain was on table in just one month after buying. I thought their cash position in the short term was weak and a Rights issue a possibility as well (due to plant shifting). However I like that company too and may get back in on weakness.
Anyway, I would be interested in knowing the other shares that are on your mind for buying, if you sell Tate or otherwise.
You make a good point, I'm not that keen on selling. However I have other stocks competing for funds, and I already have a chunky holding in another food speciality company (flavourings expert Treatt), so I feel I already have a decent exposure to this area.
I shall think about it over the next two weeks leading up to the dividend.
Getting over 600p seems to be proving quite a challenge! It feels like TATE has been repeatedly bashing its head against the ceiling.
I was thinking of selling out before it goes ex-div in a couple of weeks, if it can just break this psychological barrier I feel there could be another 20p gain there in the next two weeks. Just my gut feel of course.
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