Wednesday, May 3, 2017

Sold KMI (finally), Added to TROW, KR

I finally closed my position in KMI....still overpriced, cut the dividend, prospects are a bit bleak for the near term future, and I could do better with the money.

Added to my positions in TROW and KR.  Kroger is a value play, and TROW has some nice momentum after a good earnings report.  Both are now 2/3 sized positions in the portfolio.  As an FYI, TROW is in my Chump IRA, while KR is in my taxable account due to the smallish yield.



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