My Dividend-Focused Portfolio: Past, Present, Future [View article]
Hi ccroot,
Nice to hear from you. I am keeping my TEF. Its dead money for the next year or two but I think it will come back. I would have sold it if I knew what to do with the money. Since I don't, I am keeping it for now. I will buy a few European energy/utility stocks. At least more GDF Suez.
I really like Pepsi because of their foods business but the company is largely under-performing. If only they split into beverage and foods. What else are you buying these days, if anything?
BTW - we might all regret selling FAIRX. Berkowitz may just be right about AIG, Bank of America, Sears, St. Joe's.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Thanks Norman :-) I don't know about retirement - not sure when I will do so. Still under 40 and loving building chips. I do plan to write a few articles on semiconductor stocks since I have a little time these days with our chip taping out soon.
NPK - its a tough stock to understand. I may sell if it goes above $80 (at least half my position).
My Dividend-Focused Portfolio: Past, Present, Future [View article]
I agree, SoonRetired. I am selling a stock every week as we keep hitting new highs. No worries if the stock continues to go up - I am selling at a profit anyways. If the market falls then I will re-enter. I don't think that the economy or financial performance warrants current valuations. The risk of selling is that I will be too much in cash and missing out on time-value of money. I feel that I will get chances of buying stocks again in the next 1-2 years.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Hi Patrick,
Thanks for your comment. I actually don't get a lot of time to go after the numbers/charts from various sites. I end up investing in a lot of "traditional" stocks like industrial stocks that are a bit easier to understand. So my estimate of fair value is simplistic: - Increasing P/E especially compared to traditional/average PE for the stock and the industry - Constantly hitting new 52-week highs without sufficient increase in profits and revenue. - Subjective analysis based on articles and information in articles at Seeking Alpha. - Slowing EPS growth and/or slowing dividend growth.
I don't use sites/tools like F.A.S.T graphs or Ycharts or finviz or morningstar. I end up reading news reports/articles and then if see that stocks have been going up then I try to book profits. Obviously, this is not the best way of doing things but I like to keep it simple and not get caught up with too many numbers.
Strategy For Reducing Impact Of Taxes On Dividend Stocks [View article]
You are welcome, Travis. And welcome to SeekingAlpha comments stream. Please feel free to ask questions and discuss your current strategies, plans etc. There are a bunch of really knowledgeable and helpful authors on this site.
High-Quality Glaxo Could Still Have Something Left [View article]
Yes - I could never understand why would someone want to drink black water will gas in it that makes you burp and has a weird taste on top of that. I would drink Coke even if someone paid me for it. My generation in India grew up drink Horlicks and Complan.
Broadcom's Industry-Leading Technology And Multiple Growth Opportunities Make It A Compelling Buy [View article]
Broadcom has remained a compelling buy for the last 5+ years. It never gets the valuation that it probably deserves leading me to believe that it probably doesn't deserve a higher P/E. The stock has under-performed all big semiconductor stocks. The price moves between $29 and $38 with occasional swings to +- $2.
Caiman Valores Positions For 2013: Colombia, Chile Offer Best Upside In Latin America [View article]
The US doesn't use the term but it is quite common elsewhere. In the US, examples of companies in the FMCG sector would be P&G, Unilever, Clorox, Kraft Foods, etc.
Caiman Valores Positions For 2013: Colombia, Chile Offer Best Upside In Latin America [View article]
Thanks for article, Caiman. You are one of the best authors here on SA. Love your investigative articles and style of writing.
Would like to get your opinion on what stocks from Latin America would you buy now (if any) and/or stocks to watch and perhaps buy if and when they fall x-% (say 5-20%) due to market swings and/or temporary news related sentiment. Of course, I noticed your interested in YPF and BSAC.
Stocks listed on the American exchanges would be useful (pink sheets OK). Anything from Brazil like the utilities that pay decent dividend yield. Stocks like CPL, ABV, BAP, BCA, CIG, SID, EOC, SBS, ITUB etc.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Nice to hear from you. I am keeping my TEF. Its dead money for the next year or two but I think it will come back. I would have sold it if I knew what to do with the money. Since I don't, I am keeping it for now. I will buy a few European energy/utility stocks. At least more GDF Suez.
I really like Pepsi because of their foods business but the company is largely under-performing. If only they split into beverage and foods. What else are you buying these days, if anything?
BTW - we might all regret selling FAIRX. Berkowitz may just be right about AIG, Bank of America, Sears, St. Joe's.
My Dividend-Focused Portfolio: Past, Present, Future [View article]
NPK - its a tough stock to understand. I may sell if it goes above $80 (at least half my position).
My Dividend-Focused Portfolio: Past, Present, Future [View article]
My Dividend-Focused Portfolio: Past, Present, Future [View article]
Thanks for your comment. I actually don't get a lot of time to go after the numbers/charts from various sites. I end up investing in a lot of "traditional" stocks like industrial stocks that are a bit easier to understand. So my estimate of fair value is simplistic:
- Increasing P/E especially compared to traditional/average PE for the stock and the industry
- Constantly hitting new 52-week highs without sufficient increase in profits and revenue.
- Subjective analysis based on articles and information in articles at Seeking Alpha.
- Slowing EPS growth and/or slowing dividend growth.
I don't use sites/tools like F.A.S.T graphs or Ycharts or finviz or morningstar. I end up reading news reports/articles and then if see that stocks have been going up then I try to book profits. Obviously, this is not the best way of doing things but I like to keep it simple and not get caught up with too many numbers.
Strategy For Reducing Impact Of Taxes On Dividend Stocks [View article]
High-Quality Glaxo Could Still Have Something Left [View article]
National Oilwell Varco: Buy The Dip [View article]
Smart Money Dumped NetSuite On Friday, So Should You [View article]
Broadcom's Industry-Leading Technology And Multiple Growth Opportunities Make It A Compelling Buy [View article]
Reiterating A Positive Outlook For ABB [View article]
Disclosure: I am personally long all three in the article with more Siemens and similar amount of GE and ABB.
Somehow There Must Be A REIT That Screams Wow [View article]
Caiman Valores Positions For 2013: Colombia, Chile Offer Best Upside In Latin America [View article]
3 High-Yielding Dividend Stocks That Hike Dividends By More Than 20% Each Year [View article]
Caiman Valores Positions For 2013: Colombia, Chile Offer Best Upside In Latin America [View article]
Would like to get your opinion on what stocks from Latin America would you buy now (if any) and/or stocks to watch and perhaps buy if and when they fall x-% (say 5-20%) due to market swings and/or temporary news related sentiment. Of course, I noticed your interested in YPF and BSAC.
Stocks listed on the American exchanges would be useful (pink sheets OK). Anything from Brazil like the utilities that pay decent dividend yield. Stocks like CPL, ABV, BAP, BCA, CIG, SID, EOC, SBS, ITUB etc.
Thanks again!
AbbVie Begins Trading On The NYSE And Should Prove Valuable In The New Year [View article]