Overall the my Canadian portfolio is down but every stock has raised their dividend with overall dividends increases are around 9%. If the companies continue to do well the stock price should follow the earnings growth in the long term.
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If you wait until it is down 11% or 22% in just one day, you obviously waited too long. When even Warran Buffet goes cash, we should seriously consider selling all also.
The amount of cash held by Berkshire Hathaway — Buffett’s investment company — is now approximately $130bn (£98bn).
This might be less than the $200bn he’s thrown at long-time favourites such as Coca-Cola and, more recently, tech-giant Apple. But it’s also a lot more than it once was.
For someone who has built an estimated wealth of $90bn through buying when others are fearful, it’s telling that Buffett hasn’t been buying much of anything lately.
This reluctance is understandable. With US markets at all-time highs, even he’s struggling to locate value. Famous for wanting to purchase quality businesses at reasonable prices, rather than reasonable businesses at cheap prices, it would seem that the former are becoming as rare as hens’ teeth.
This wouldn’t be all that interesting were it not for the fact that Buffett’s got form when it comes to judging when to build a cash pile.
You see, he did exactly the same thing in the run-up to the dotcom bust at the beginning of the millennium, and then again in the run-up to the financial crisis. Despite being averse to timing the market, he seems to be rather good at it. And with acquisitions very much the flavour of the day in the US (a sign that those selling their companies believe they’ve hit peak value?), it seems Buffett is preparing himself for the end of the longest bull market in history.
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