Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Daniel Caycedo

View as an RSS Feed
View Daniel Caycedo's Comments BY TICKER:
AFL, AYR, IBM, INTC, LF
Latest  |  Highest rated
  • Aflac's False Currency Woes Create Undervaluation And Opportunity [View article]
    AFL's exposure to JPY is why the stock is undervalued right now. If there was no exposure then the stock would not be on sale. This is the price with the bad news accounted for. I believe in the long term for Aflac and therefore like to purchase it on sale.
    May 2 02:24 PM | Likes Like |Link to Comment
  • What Does A Big Market Correction Actually Look Like? [View article]
    moot point*
    May 2 09:37 AM | 5 Likes Like |Link to Comment
  • A Weird Misconception About IBM [View article]
    Another great article, Thanks Tim!

    I went long IBM at the same price and plan to be here long term, looking to add on an overall market pull back or more "bad news" about IBM from analysts. Can't argue with past results and I have no crystal ball to tell the future, so until I do, IBM will help me sleep well at night.
    May 1 05:26 PM | 2 Likes Like |Link to Comment
  • Aflac's False Currency Woes Create Undervaluation And Opportunity [View article]
    Ray,

    I agree with everything you said, that is why I am curious as to how -Under the Microscope- would go about hedging the purchase.
    Apr 30 10:26 PM | Likes Like |Link to Comment
  • Aflac's False Currency Woes Create Undervaluation And Opportunity [View article]
    Under the Macroscope,

    Thanks for reading and your response. As a conservative investor I like the idea of hedging as much as possible. How would you suggest that a US investor go about hedging JPY exposure when buying AFL?
    Apr 30 02:06 PM | Likes Like |Link to Comment
  • Aflac's False Currency Woes Create Undervaluation And Opportunity [View article]
    Dividend Garden,

    Thanks for reading, I like the analogy of a dividend growth portfolio and a garden. Both require TLC but pay off abundantly over time.
    Apr 30 10:16 AM | Likes Like |Link to Comment
  • Aflac's False Currency Woes Create Undervaluation And Opportunity [View article]
    Thank you Ray.

    I love that dividend history. It makes me feel good.
    Apr 29 08:10 PM | Likes Like |Link to Comment
  • Aflac's False Currency Woes Create Undervaluation And Opportunity [View article]
    Thank you Michael,

    That is a great point, the fact that earnings has always been reported the same way even when the yen was moving in the other direction. Thanks for your reply.

    -Daniel Caycedo
    Apr 29 08:07 PM | Likes Like |Link to Comment
  • Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? [View article]
    I agree, FAST graphs is pretty incredible.
    Apr 27 11:43 AM | 2 Likes Like |Link to Comment
  • It's Almost May, So Go Away [View article]
    I would keep all dividend paying stocks... I think if anything is sold for May, it should be your trades or speculative picks if the idea is that the market will stagnate or reverse.
    Apr 25 09:42 PM | 2 Likes Like |Link to Comment
  • It's Almost May, So Go Away [View article]
    Maybe just sell the stocks that are not paying a dividend, getting rid of all the trades?
    Apr 25 07:09 PM | 2 Likes Like |Link to Comment
  • IBM: Time To Buy This Buffett Stock [View article]
    Wouldn't that move^, if assigned cost $18,285? Because i unfortunately do not have that kind of money to allocate for one position. Is there a similar method for scaling in like that which does not require so much capital? Or do I need to keep saving my pennies?
    Apr 22 11:31 AM | Likes Like |Link to Comment
  • Intel Is About To Change Our TVs Just Like Apple Changed Our Smartphones [View article]
    NO ONE will want a camera watching them watch TV.
    Feb 14 11:29 AM | 4 Likes Like |Link to Comment
  • ETFs are likely to displace mutual funds within the next 15 years, says financial advisor Ric Edelman, preaching to the choir at IU's Inside ETFs conference. Mutual funds are a "pencil and paper" business model in a high-tech world, he says, reminding ETFs are still a very young investment vehicle, with just a 3% rate of U.S. ownership. [View news story]
    The Mutual funds sell investors on the respected fund's people and the fact that they know how to best handle the investor's money. ETF's sell based on what securities or bonds they follow (demanding more prior knowledge from the individual investor). Investors with little knowledge of markets and finance would feel much safer investing in an individual that they talked to and planned out retirement goals and such with than taking the responsibility on themselves and educating themselves on trading ETF's, which in itself requires some knowledge of the working of the markets and how to trade.
    Feb 12 10:31 PM | 1 Like Like |Link to Comment
  • ETFs are likely to displace mutual funds within the next 15 years, says financial advisor Ric Edelman, preaching to the choir at IU's Inside ETFs conference. Mutual funds are a "pencil and paper" business model in a high-tech world, he says, reminding ETFs are still a very young investment vehicle, with just a 3% rate of U.S. ownership. [View news story]
    I think this is a silly statement, very bold as well. A lot of people simply do not have time/care to even follow the market enough to invest in ETF's. Until recently I did not know how to trade even the simplest ETF's. With mutual funds people need only do their due diligence once, to find their preferred fund. The Mutual fund theoretically takes the worry away from the individual investor. It also gives them someone to blame if their investments turn sour as many people don't like the pressure of investing their own money.
    Feb 12 09:54 PM | Likes Like |Link to Comment
COMMENTS STATS
23 Comments
22 Likes