You're quite right lurka. My dividend portfolio centres on just...

You're quite right lurka.

My dividend portfolio centres on just that: dividends. Price corrections present me with one decision: Buy or not. IF the business is sound for a very long term hold I will accumulate at lows depending on yield. I believe in the ag space going very far forward, eg. land and water RFF, or a non-dividend stock A2M (it's about the A2).

My capital growth portfolio is populated with Au, only when it's in favour, stem cells, tech (took a first position in SFI and a second in EOS). There is more than a speccy flavour here, but my strategy is to take profits from capital growth and plow them into solid divvy givers, and even some growth.

As for TLS, its money seems to be driven from efficiencies, share buybacks sneakily financially engineering better EPS, ROE, et al. BUT not from its assets. However shares would offer an invitation to their AGM where I could YELL at them for...!!!...!!!

So, lurka, I see your valid point, but it's a matter of my overall strategy.

OV