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Lightstream Resources Ltd. LSTMF

"Lightstream Resources Ltd is engaged in the exploration and development of oil and natural gas in Western Canada. Its operating areas include Southeastern Saskatchewan, Central Alberta, and North-Central Alberta."


GREY:LSTMF - Post by User

Bullboard Posts
Comment by mskion Feb 24, 2012 11:55pm
355 Views
Post# 19584183

RE: RE: RE: RE: How high it can go?

RE: RE: RE: RE: How high it can go?

Interesting comments from both of you.  If it helps I try to ensure no individiual security is more than 10% of totla portfolio, no industry is more than 25% of portfolio and the majority of the stocks pay dividends (that haven't been cut in recent times or are growing year in and year out).  That way the only discipline is to collect the monthly or quarterly dividend and have it DRIP'ed.

A good friend of mine bought RY 15 years ago somewhere around $8 - sure there were up's and down's but he was DRIPing through all those years and now the stock price is irrelevant because of the significant income that is generated.

The only caution I have with PBN is that you have to watch the price of oil but assuming it stays above $70 they will have enough cash flow for their annual cap ex plus cash to pay the monthly dividend for those who are not DRIPing.  I would expect over time once Petrobank distributes it's shares in PBN to it's shareholders that PBN would likely be a take-over target (although I would be disaapointed if they did get taken out because of the monthly dividend).

The other example would be T.a - bought it several years ago at $28 and now at $56 - still holding because the dividend income keeps rising and DRIPing all the way - yield above 4%.

So gentlemen, if the company pays a dividend and it is safe, hold on to the stock (if no dividend paid then absolutely reduce the position when you are up 25, 50 or 100%.

Best regards, mski

 

Bullboard Posts