Rockwell Automation (ROK)

[Investorman]

I still hold most of them. Not Costco but all the others. I even have some of my original WMT which I bought in 1978 but I sold a big percentage of it over a decade ago mainly because it represented too large of a portion of my portfolio and its market cap was just too big for sizeable sustained growth. I don't own any bank stocks except for WFC just because they are all crooks and I don't want to associate with them.

I still own FXEN but I am not sure why. I only have 1000 shares of it so I put it in the category that I can't win them all.

The only serious acquisition I have made in the past year or so has been INTC. I think it will go up over the next couple of years and there is unlikely to be much downside. In the meantime I can live with a 4% dividend.

You are correct that it as been easy to do well the past couple of years by doing nothing more than just sitting on my hands.