Portfolio Update

I finally sold off my position in Chicago Bridge & Iron (CBI) and Brookfield Infrastructure Partners (BIP). Both stocks were up nearly 40% since I purchased. CB&I seems fully valued at almost $30 a shares and Brookfield has had a nice run up over the past few months. The 5% yield is attractive but not as attractive as the 8% plus yield when I first bought the stock.

I would consider buying back in if the shares were to pull back.

Portfolio Update is a post from: Buy Like Buffett

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