Seeking Alpha

Dale Roberts

 
View as an RSS Feed
View Dale Roberts' Comments BY TICKER:
Latest  |  Highest rated
  • Dividend Champions For February 2013 [View article]
    Awesome as always, thanks David. I have to find a few U.S. stragglers to add to my DIA ETF unhedged to CAN$. Ha.
    Feb 2 08:53 AM | Likes Like |Link to Comment
  • SPY Hits Record High Despite Negative GDP Growth And A Possible Recession [View article]
    Anything could happen. We could go up, we could go down, we could go sideways. I think I will be correct in that assumption.

    Article on that, to follow.
    Feb 2 08:51 AM | 1 Like Like |Link to Comment
  • What Is Wrong With Microsoft? [View article]
    Ha, that comment will be removed. Yes shift, but that leaves MSFT SOL, for now. lol as the kids write.
    Feb 2 08:19 AM | Likes Like |Link to Comment
  • What Is Wrong With Microsoft? [View article]
    It's core business is in a fading industry (that will certainly fall to a supportable level).

    Smartphones and tablets will continue to dominate on the growth fronts. Tablets could continue to gain more power and replace even more laptops, perhaps even desktops? Who knows?

    This is a structural shit. A very pronounced trend.
    Feb 2 06:37 AM | Likes Like |Link to Comment
  • McDonald's: Fast Food Requires Investor Patience [View article]
    Thanks for that. Yes, most of them have had quite the run.
    Jan 31 12:43 PM | Likes Like |Link to Comment
  • Is The Smart Money Taking Profits? [View article]
    It might be smart to rebalance equity and bond exposure, if one practices asset allocation. Also known as buy low and sell high.
    Jan 31 07:29 AM | 1 Like Like |Link to Comment
  • SPY Turns 20, But Is It Still Relevant? [View article]
    Even over some rough times, SPY delivered near 9% annualized total returns. That's quite impressive. And of course it beats most active management, to a very large degree.
    Jan 31 07:25 AM | Likes Like |Link to Comment
  • McDonald's: Fast Food Requires Investor Patience [View article]
    Thanks Chuck, I truly appreciate that comment, considering the 'learned' source.

    Patience and time (starting early in life) seem to be the key(s).
    Jan 31 07:23 AM | Likes Like |Link to Comment
  • Can Active Investing Beat The Market? [View article]
    Not much would change imo. The market is the market. In larger indexes (and the active funds that benchmarket those indexes) they all hold the same companies to a large degree.

    The active funds eat up a long of money researching those companies and strategies, and also make mistakes in market timing and weighting.

    The index price would still be driven by earnings and fundamentals and investor demand.

    Total fees paid would drop. The market may become mildly more 'stable'. ?
    Jan 31 06:01 AM | Likes Like |Link to Comment
  • McDonald's: Fast Food Requires Investor Patience [View article]
    Ha, looks like you may have found a nice entry point. I hope you enjoy the next 15-20 year of dividends and hopefully dividend incerases.
    Jan 31 05:54 AM | Likes Like |Link to Comment
  • McDonald's: Fast Food Requires Investor Patience [View article]
    Thanks Be Here Now. I guess the revised lesson is that you can overpay with a quality name - to a degree - if you are paitent with that investment. But entry point and value is certainly a consideration.

    Do you find most Dividend Aristocrats above fair value, these days?
    Jan 31 05:52 AM | Likes Like |Link to Comment
  • McDonald's: Fast Food Requires Investor Patience [View article]
    Thanks Bob, you will most likely be awarded over time, just as is the case with your Canadain Bank holdings.
    Jan 31 05:50 AM | Likes Like |Link to Comment
  • Can Active Investing Beat The Market? [View article]
    OK, it's incredible that people pay others to try and beat the market, and that retail investors also attempt 'it'. And pay dearly.
    Jan 30 07:38 AM | 2 Likes Like |Link to Comment
  • 2012 Core Dividend Growth Portfolio Results: Rethinking Strategy For 2013 [View article]
    Hey Bob, great article. See my article on McDonald's and investor patience. I think it's a great example that my apply to your situation.

    http://seekingalpha.co...
    Jan 30 07:37 AM | Likes Like |Link to Comment
  • Can Active Investing Beat The Market? [View article]
    80-90% of pros don't beat the market on total return. The DIYer have numbers even worse.

    Saw a number for Canada that 97% of active managers did not match the benchmarks for equities over the last 5 years.

    Incredible.
    Jan 30 07:30 AM | Likes Like |Link to Comment
COMMENTS STATS
4,094 Comments
3,144 Likes