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Dale Roberts  

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  • Buy ConocoPhillips When Oil Is At $43 - Cramer's Lightning Round (7/27/15) [View article]
    I certainly hope no one invests their hard earned money based on his input? Based on 15 seconds of reflection? Yikes ...

    Dale
    Jul 28, 2015. 07:22 AM | 4 Likes Like |Link to Comment
  • Time To Buy Canada? [View article]
    Canada's greatest short term risk is political. Canadians may elect NDP federally as well, yikes. They are at the very far left of the political spectrum for Canada's main political parties.

    Even Alberta elected a left wing government.

    We might have governments most everywhere who are not friendly to citizens and families and businesses big and small.

    That is a real risk, and voters don't seem to know or care, or really know what they are voting for.

    Dale
    Jul 28, 2015. 07:20 AM | 5 Likes Like |Link to Comment
  • Time To Buy Canada? [View article]
    Poloz knows why manufacturing has not rebounded as it should, it's political. Ontario has a very left wing government that has tripled energy costs (we have the highest energy costs in North America?). Many companies are on record as saying it factors into their decision to stay away. The projections for ever increasing energy costs are even more scary.

    This government also brought in the two largest tax hikes in history (for added revenue) then went on to double the debt, and then tripled the number of public servants earning $100k plus. Many Ontarians have an opinion as to who the government answers too, ha. But now even the public service unions are turning on them.

    Possibly the biggest (most destructive) political failure in Canadian history. And they keep getting re-elected. Never underestimate the ...

    Poloz knows exactly why this sector is not recovering.

    Dale
    Jul 28, 2015. 07:14 AM | 5 Likes Like |Link to Comment
  • In The Next Correction, Will You Be A Winner Or A Loser? [View article]
    Very impressive yields on the Canadian banks already. Will they be available at 5% to 5.5% yields? Yikes. And the best of that bunch are essentially dividend kings.

    I am adding to them buy way of a Vanguard dividend ETF that is so over weighted to financials, :) And that's why I like it.

    Dale
    Jul 28, 2015. 07:02 AM | Likes Like |Link to Comment
  • In The Next Correction, Will You Be A Winner Or A Loser? [View article]
    Thanks RN, I did have a re-read. Yes the markets are getting a little unsure, but no correction as of yet, even for Canadian market.

    Happy to keep adding every two weeks. With balanced portfolios our accounts have been very stable. And Canadians had an incredible currency boost thanks to the US dollar.

    Nothing to see yet. Yes, time to remind ourselves that investments do go on sale at times. Best to keep dollar cost averaging.

    Dale
    Jul 28, 2015. 06:59 AM | 1 Like Like |Link to Comment
  • Back Up The Hearse... Cue The Mourners... This Market's Toast [View article]
    From what I've noticed, markets mostly go up. Some years they go down.

    Historically it is rigged in your favour. Imagine a roulette wheel that has four black areas and one in the red. You just can't walk away every time you hit red. :)

    Dale
    Jul 27, 2015. 07:41 AM | 6 Likes Like |Link to Comment
  • Caterpillar: No, The Bottom Isn't Near [View article]
    If you like a company, buy and hold and add some more if it gets cheaper. As a VIG Dividend Achiever this will be added to my holdings as per my index skimming approach (with no evaluation).

    I will have to take that market price and then take the market price on the next dollar cost averaging purchase and on and on. No market timing will likely be able to add any benefit.

    Dale
    Jul 27, 2015. 07:37 AM | Likes Like |Link to Comment
  • Market Timing Is Not Appropriate For Retired Investors [View article]
    the tools of course simply re package readily available information that is already priced into the companies. it is priced in by professionals who have that information, plus much much more information and time and expertise and at times access to management.

    it is quite a task to find enough moments when they are wrong - enough moments that would provide an outperformance of the market. Seeking Alpha seems to support just how hard (or downright near impossible) that is.

    That's why Mr. Buffett suggests investors and retirees simply buy the market index. Add bonds to manage volatility and risk tolerance level.

    But I am guilty of trying with a pick or three, ha. :)

    Buy, hold, add. You might get the market returns available.

    Dale
    Jul 27, 2015. 07:22 AM | Likes Like |Link to Comment
  • Market Timing Is Not Appropriate For Retired Investors [View article]
    Thanks, I do not think retirees should get their investment advice from Seeking Alpha, or from me :)

    At times advice is worth paying for on a fee only basis perhaps. I would suggest retirement is a time to have a check up and get a plan that creates the right balance and most tax efficient way to harvest investments.

    I will certainly be checking in with my accountant at semi retirement plan, and have been doing just these days for my mom's retirement.

    Dale
    Jul 27, 2015. 07:14 AM | Likes Like |Link to Comment
  • Market Timing Is Not Appropriate For Retired Investors [View article]
    Hi Mike they are not in the same account to offer rebalancing. there is no inverse relationship potential. Of course we all manage our risk in our own ways. :)

    Dale
    Jul 27, 2015. 07:10 AM | Likes Like |Link to Comment
  • Market Timing Is Not Appropriate For Retired Investors [View article]
    Hi willi, it is certainly not about what is the better investment. it's about the relationship between the two asset classes to manage risk. there is great risk in an all stock portfolio for a retiree. that's why so few would ever go that route.

    Dale
    Jul 27, 2015. 07:08 AM | Likes Like |Link to Comment
  • Don't Ignore The Weakness In Commodities [View article]
    Even with all the noise, a sensible balanced portfolio for a Canadian holding that resource sensitive market index as a core (balanced by International equities and bonds) would be at a near all time high.

    A big yawn so far, ha. The normal and expected volatility is very easy to manage.

    Dale
    Jul 26, 2015. 08:29 AM | Likes Like |Link to Comment
  • Don't Ignore The Weakness In Commodities [View article]
    Thinking and emotion are investors worst enemy IMHO, and supported by a lot of evidence.

    Thanks for your reply.

    Dale
    Jul 26, 2015. 08:26 AM | Likes Like |Link to Comment
  • How Do You Solve A Problem Like Qualcomm? [View article]
    I imagine though that there were many battles along the way (to win) there is and was tons of competition in the space.

    An investor who bails on them might think that now they cannot win as they did in the past?

    Again just wondering why a long term investor would bail on a company that has done so well in space that always carries great risk of competition and rapid innovations that change the landscape?

    Thanks, Dale
    Jul 26, 2015. 08:23 AM | Likes Like |Link to Comment
  • Market Timing Is Not Appropriate For Retired Investors [View article]
    As an example, in 2008 Longer Term Treasuries were up 34% while the SP 500 was down nearly 37%.

    A broad based bond index such as AGG was up 7.9% in 2008.

    tlt was even up 34% in 2011 when equities were somewhat flat. Though DG companies did appear to perform well enough in that year.

    etc. etc.

    A great combination might be lower volatility dividend growth baskets with some bonds. Again, that is for those looking to harvest 4% plus inflation adjustment - an aggressive funding schedule.

    Dale
    Jul 26, 2015. 08:17 AM | 2 Likes Like |Link to Comment
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