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Colin Lea

 
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  • Dividend Growth Investing: An Open Portfolio For Your Review [View article]
    Your articles along with DVKs have been instrumental in reshaping some of my perspectives on investing; the only downside is I wish SA and the DGI community had been so accessible 10 years ago! Thanks for sharing your portfolios Dave, and I look forward to reading your future articles.

    Regards, Col
    Jul 22 09:36 PM | 4 Likes Like |Link to Comment
  • Listed Infrastructure As A Hedge On The Chase For Yield [View article]
    Thanks for the additional info on Veresen, Williams and Graincorp James; I'm sure readers will appreciate the leads to do their own due diligence.

    Regards, Col
    Jul 21 03:06 PM | Likes Like |Link to Comment
  • Listed Infrastructure As A Hedge On The Chase For Yield [View article]
    Appreciate the heads up on Australian Pipeline and Pembina Pipeline James, I'll be sure to take a look.

    Regards, Col
    Jul 20 06:44 PM | Likes Like |Link to Comment
  • Listed Infrastructure As A Hedge On The Chase For Yield [View article]
    Due diligence underpins any investment decision NV-Gary. While the observation is a general one, it is highlighted as an example to show the utility of infrastructure within a diversified portfolio, and even then due diligence is required to ensure the right infrastructure assets or funds are selected for the investors portfolio. Thanks for your comment.

    Regards, Col
    Jul 20 02:25 AM | Likes Like |Link to Comment
  • Listed Infrastructure As A Hedge On The Chase For Yield [View article]
    Thanks for the link AlphaHunta. For those who have a look at the AMP fund, you'll need to set your country once you get onto the AMP website, and then indicate if you are an individual investor or adviser.

    Regards, Col
    Jul 20 02:21 AM | Likes Like |Link to Comment
  • Second Quarter Portfolio Review: Building Dividend Growth And Quality [View article]
    Always good to see articles where authors show the exposure in their own portfolios, it really helps readers to understand their line of thinking. Great update Bob, thanks for sharing.

    Regards, Col
    Jul 19 07:16 PM | Likes Like |Link to Comment
  • You Are Responsible For Your Investing Decisions [View article]
    Couldn't agree more David about investing in what you understand. Another sage piece of advice given to me many years ago, is never bet more than you're willing to lose, which is a great saying that should give many a moment to pause before going 'all in' on that one sure fire tip. Thanks for another great article.

    Regards, Col
    Jul 3 03:22 AM | 1 Like Like |Link to Comment
  • From Strength To Strength In Asia: Australia & New Zealand Banking Group [View article]
    Hi Bob,

    Thanks for your observations and comments, and you have drawn out many of the relevant points regarding Australian banks for USA readers. Noting the liquidity issue from a major USA exchange perspective, it is worth putting it into perspective for North America based readers. By Market capitalization, Westpac bank is the 13th largest bank in the world and ANZ bank is the 18th largest bank in the world (and BNS which you mention is 24th).

    Obviously for USA buyers, currency risk is an issue that has to be managed, and there are strategies to do so but this is not for this article. In relation to dividends and issues for overseas investors, I would direct readers to my foundation article on ANZ Bank in 2012 - there is a lot more detail on this including good explanations in the comments stream.

    http://seekingalpha.co...

    The following paragraph is one extract from that comments stream:

    "In terms of the dividends paid, ANZ’s dividend is 100% fully franked. The dividend is paid to the overseas bank that sponsors the underlying share, who in turn pays the dividend distribution to the ADR holder. Taking into account the 30% company tax rate already paid on the dividend, it effectively means that there is no withholding tax payable on the dividend. Considering the international tax treaty between Australia and the United States, the owner of the ADR may have the opportunity to claim a 15% tax credit per share for the dividend on their individual income tax return; however I am not a CPA/CA and I would recommend investors seek professional advice particular to their own individual situation."

    I plan on doing an article on Westpac soon which will address your last point then.

    Thanks again for the comments Bob, as always it is appreciated.

    Regards, Col
    Jun 12 04:51 PM | Likes Like |Link to Comment
  • Parex Resources - Plenty Of Catalysts Coupled With Higher Crude Prices Offer 60%+ More Upside [View article]
    Good follow up to your original article Caiman, and nice to see the investment proposition put forward last time reaching fruition. Keep up the good work.

    Regards, Col
    Apr 4 11:19 PM | Likes Like |Link to Comment
  • Dividend Growth Investing: An Introduction To Creating Wealth (Part 2) [View article]
    Great series David, and a must read for younger investors. At 40 now, I wish I had access to this at 25 or 30, but SA wasn't around then. Keep the articles coming and thanks for writing.

    Regards, Col
    Mar 25 02:46 AM | 1 Like Like |Link to Comment
  • CH Robinson: Invest In The Largest Domestic Truck Broker [View article]
    The crux of the analysis for me is why a company with a sizable market share of 20% has dropped to five year lows, which I think your article explains. Perhaps in a follow up piece you could focus on why you think the upside exists that you believe; what is management's plan and do you think it is achievable. Thanks for writing.

    Regards, Col
    Mar 24 05:16 PM | Likes Like |Link to Comment
  • What Do I Do With My Stocks If The Market Crashes? Part 1 [View article]
    Buy on value and price becomes irrelevant for longer term investors. Great article Chuck and looking forward to part 2.

    Regards, Col
    Mar 21 01:32 AM | 1 Like Like |Link to Comment
  • Why Seeking Alpha Embraces Pseudonymity [View article]
    Excellent piece Eli, and I think the relatively unedited comments trail on each article is what enhances the value of SA even further. Keep up the good work.

    Regards, Col
    Mar 19 08:45 AM | 7 Likes Like |Link to Comment
  • How BHP Billiton Got Its Act Together [View article]
    A good article Bob, one which reflects the direction Mackenzie and Walsh are steering their respective companies. Good leadership = good management = good results. Long BHP.

    Cheers, Col
    Mar 4 04:16 PM | Likes Like |Link to Comment
  • A Few Reasons Why I'm Staying Bullish On BHP Billiton [View article]
    Hi Heather,

    Did you back your position and take a position in BHP, and what are your thoughts looking forward based on recent half year results? Keen to get an American's perspective on the 'Big Australian'.

    Cheers, Col
    Feb 19 07:56 PM | Likes Like |Link to Comment
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