Vanguard Wellesley Income Fund (VWINX), A Fund For Everyone [View instapost]
Thanks for the comments guys, generally speaking I only own a couple of mutual funds (mostly in a 401K), so I could not tell you whether to switch from one or the other. I am sure that any advice that the reader receives is very helpful. Thanks, Joe
And Dana, during those next five years I will continue to enjoy quality names that are in quality businesses such as GOOG, GWW, SBUX, DIS, MA, MKC, TROW, UA....all will probably outperform FB, jeez I even think that the S&P might even do better. Just empty, really...I am so glad I got out at around $30.
Benjamin Graham's Rules For The Common Stock Component: The Walt Disney Company [View article]
In total agreement, I am long and consider Disney a "forever" stock if there is such a thing...Dividend payer, brand recognition, and properties that are unsurpassed...I will easily take my double digit annual returns without losing a bit of sleep.
Content-Creation And Payments: 2 Growth Trends Driving My Portfolio Forward [View article]
James, even though your database work may be time consuming, at least it is in a field that allows you to keep tabs on the market. Trust me, so many people make it harder than it actually is...you should actually read Phil's book...he really keeps it simple and in plain language...just like many of the investors here at SA that use a K.I.S.S method.
Content-Creation And Payments: 2 Growth Trends Driving My Portfolio Forward [View article]
Quality is key. I continue to hold no more than 12-15 equities in my IRA and as Phil knows, you can't own every quality stock, so pick and choose what you know to be an earnings/revenue grower with a moat like business. I will give you an example both Phil and I like FLT, but I tend to trade it with options because I already own both V and MA....beleive me,-I sometimes want to buy everything, but hey that's what options are for...
Content-Creation And Payments: 2 Growth Trends Driving My Portfolio Forward [View article]
Philip, as you know I am long DIS, $MA, EBAY, V, and GOOG and and seriously considering a position in TWX although I do not want to own too much in one specific sector. I believe that Disney has the best properties by far and are also more diversified than any media rich company, in addition it is a DGI investor's dream. I do worry a bit that you are not in other fine sectors, but it has served you well---so far---and as always you are just a door bell away from me for advice...lol.
Strategies For Dealing With A Possible Market Meltdown [View article]
Dave, yep I know you share your portfolio and I will share mine right here, except for minor changes my core holdings have been since the 08/09 meltdown: $MA, $GWW, $SBUX, $TROW, $PEP, $BK, $XOM, and I hve recently sold $MSFT, $CTSH, $INTC, $SRCL and have added to $DIS, $PKG, $GOOG...in the last six months or so. This is my Long-Term IRA, I have a separate more aggressive account that I would not want to share with DGI investors, because of the risk. Sincerely,
Strategies For Dealing With A Possible Market Meltdown [View article]
Income, I understand you may not believe many here at SA, but I have been a member for several years now and if you follow my Stocktalks you would see on many occasions I have posted what I am long on and what I own, but I am busy and had the cash back then because I am constantly working (thankfully), so I am one of the lucky ones that continued to invest periodically through thick and thin (Fully invested through 2008 and 2009). I truly wish you well and hope that your investments continue to lead you to financial freedom.
Strategies For Dealing With A Possible Market Meltdown [View article]
I have been following the market since the 1987 crash and when the market bottomed during the 08/09 financial crisis I decided to invest as much as I could in quality stocks such as SBUX, TROW, and MA...I have never sold them and continue to add on dips...SBUX and MA are what I consider future Dividend champions and divdend stocks that are truley growing earnimgs, revenues, buybacks, and their dividends..... I tend to hold quality even during periods of finacial downturns, as the market will fluctuate and usually quality comes back in a hurry...lol
Stepan Co: Steppin' Up Dividend Growth [View article]
To me, Stepan has lost its growth "mojo" and unless those sales start growing in the high single digit range I can't see myself investing in this dividend growth stock. As a rule I do not invest in DGI stocks just because of the dividend increases, I need growth in revenues, eps, and dividend with the company being in an industry with some barriers to entry---Stepan may not be this company. Great job as usual---Phil.
MasterCard Deserves All The Credit, And Your Money [View article]
Phil, I know MA is trading lower, but do not worry Cuz....this is a serious long-term holding and with dividends continuing to rise in the future...The "Master" stock will be a Dividend Growth Investors's dream.
eBay: A Compelling Buy On Recent Weakness [View article]
Good stuff as usual Phil, but I think that many investors get too giddy over Ebay's PayPal unit even though it is growing....in my opinion it will always be hard to grow margins because the real companies that control this space are MA and V and there can always be more competition form the likes of Google and Amazon if they can ever create a similar and better functioning "digital wallet" type service...right now nobody really comes close, but I do not believe that this is a moat type business, so there is always a risk when owning EBAY, but I contnue to be long as you know and will always monitor my holding.
More Evidence That The Market Is In Trouble [View article]
O-Trader, the big question for me is whether or not there is a sizeable correction on the scale of over 8% or some type of 4-6% correction. My strong holdings such as PRLB, UA, EBAY, PSA, DIS, TROW, SBUX, PEP...are basically above most of their averages (50 & 200) and some like DIS, TROW, and SBUX seem to want to go higher, but again investing using volume and charts are sometimes an art.
Vanguard Wellesley Income Fund (VWINX), A Fund For Everyone [View instapost]
Thanks,
Joe
Any Hope In Facebook? [View article]
Benjamin Graham's Rules For The Common Stock Component: The Walt Disney Company [View article]
Joe
Content-Creation And Payments: 2 Growth Trends Driving My Portfolio Forward [View article]
Joe
Content-Creation And Payments: 2 Growth Trends Driving My Portfolio Forward [View article]
Joe
Content-Creation And Payments: 2 Growth Trends Driving My Portfolio Forward [View article]
Your Cuz,
Joe
Strategies For Dealing With A Possible Market Meltdown [View article]
Sincerely,
Joe
Strategies For Dealing With A Possible Market Meltdown [View article]
Sincerely,
Joe
Strategies For Dealing With A Possible Market Meltdown [View article]
Joe
Iron Man 3: Another Blockbuster For Disney... Will It Be Its Biggest Yet? [View article]
Iron Man 3: Another Blockbuster For Disney... Will It Be Its Biggest Yet? [View article]
Joe
Stepan Co: Steppin' Up Dividend Growth [View article]
Joe
MasterCard Deserves All The Credit, And Your Money [View article]
Joe
eBay: A Compelling Buy On Recent Weakness [View article]
your cousin,
Joe
More Evidence That The Market Is In Trouble [View article]
good stuff, as usual...
Joe