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joewolf,

Agree more should post on threads like this. Far too many posting on penny dreadful stock threads and not enough on boring blue chips that pay dividends year after year after year.

I've held my SOL/BKW stock for a few years. I built our portfolio so as to try to receive dividends from blue chips every month so I enjoy the "funny" months that BKW and SOL pay their dividends....ie May and December rather than the more commong March/April Septe/October.

Regardless of the cyclical nature of BKW business, both SOL and BKW as they are now are practically bullet proof and together are awash with cash.

I think of them (rightly or wrongly) as interechangeable and in the same breath. To me they are the same company and I hold both.

Many don't like the cross holding and view it as archaic. Whilst this may be true, what can be said for these two companies and for VERY VERY few others is the utmost respect that management has for ALL shareholders. All sharehjolders are equal with these companies and whilst it is truie for all companies on paper, corporate behaviours often demonstrate otherwise.

So I for one am in favour of the cross holding. I would say though that there are clearly investments across the group I would divest of if I was in charge (alas I am not). There is a focus on resource/materials in the overall portfolio which I think will be troublesome long term.

In relation to comments on this thread re BKI, my concern is succession for SOL/BKW and this is the reason I also would not invest in BKI. I am not sure that certain management personel are in their place because of their skill or because of who they are. Stripes do need to be earned thoguh and there is plenty of time for everyone in life to prove themselves.

Cheers and good luck.