Club Mulgoa

Friday, August 24, 2012

WPL vs OSH

I bought WPL in 1996 so it has been a long term stock.  For a long time, it was worth a lot more than OSH.  However, with small cap stocks, if you pick them well, they grow to be bigger.  Now the OSH valuation is approaching WPL.

Also in the mean while, the valuation of PCL and PIROA in my portfolio have exceeded that of BHP and RIO!  Yet, the directors of those companies earn much letter than those in the big miners.

These are some of my good stocks; they are plenty of dogs as well!

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