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J.D. Welch  

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  • 4 Reasons To Buy Annaly's 13% Dividend Yield [View article]
    Hi, Todd. This discussion has been very useful, and to be honest, it's the first of your articles that I've really understood. :-) Let me see if I've got this straight: The sole purpose of selling these 2 contracts (1 put and 1 call) is to protect your investment in NLY in case its price craters and drops below $13 per share by expiry in October. Correct? So, if you don't think the stock is going to crater, there's no point in doing this, but if you think it might, then this sounds like pretty cheap insurance. Correct?

    I'd also like to second nickaroo's question about what other dividend stocks this strategy could be used on effectively...

    Thanks,
    J.D.
    Jun 10, 2012. 09:00 PM | 1 Like Like |Link to Comment
  • My Fear As A Dividend Investor [View article]
    It's not just not putting all of your eggs in one basket, it's also pulling the trigger and taking real profits, even if you might end up leaving money on the table. If you never sell, they're only paper profits. Call it timing, call it wisdom, call it guts, whatever, at some point you gotta sell to lock in your profits & walk away....
    Jun 10, 2012. 07:34 PM | 2 Likes Like |Link to Comment
  • Shedding Funds, Building Cash And Getting Ready To Shop [View article]
    Politics aside, what about Moore's Law? Does it just stop because mobile processors have become "good enough"? Thats what a lot of ARM proponents seem to espouse, but it reminds me of Bill Gates' comment of (& I may get the Kb size wrong here, so forgive me in advance if I do) of "who would ever need more than 256K?". The need for more processing power at lower power consumption levels is going to keep accelerating, and at the moment INTC is the only company with fabs that are keeping up. Personally, I think INTC is about as "safe" as you can get in a tech company...
    Jun 10, 2012. 02:05 AM | 1 Like Like |Link to Comment
  • When To Buy Intel For Maximum Profits [View article]
    How the heck would he know? It would be great, but I don't see it happening... Mebbe, who knows...
    Jun 10, 2012. 01:55 AM | Likes Like |Link to Comment
  • My Fear As A Dividend Investor [View article]
    1caflash: I just placed a limit order for some MAIN this afternoon, after the market closed. With any luck the market will go down and I'll pick up those shares. I submitted a 2-part article today that explains what and why I did today; hopefully it'll get published by Monday morning. Check 'em out when they come out...

    :-)
    Jun 8, 2012. 11:35 PM | Likes Like |Link to Comment
  • The Best Thing Warren Buffett Has Said All Year [View article]
    Tim: How did you, as an obviously white male, and I'm assuming American-born, receive a full scholarship for your undergraduate education? It's too late for me and my kids, I just want to know for the sake of my grandkids. Where did you do your undergrad work, and was it your first choice of schools, or did you "settle" there because of the full-ride? Please advise, and thanks...
    Jun 8, 2012. 08:21 PM | 2 Likes Like |Link to Comment
  • My Fear As A Dividend Investor [View article]
    I've held some internationals that paid great dividends, but the thing you have to watch out for and factor into your calculation of what your "real" yield actually is, is that they usually take out taxes from your dividend distributions, and they can be quite high as well...
    Jun 8, 2012. 01:30 PM | 6 Likes Like |Link to Comment
  • The Best Thing Warren Buffett Has Said All Year [View article]
    Whether Tim's made a buck in the market yet or not, I still think he gives great advice and puts out well-written articles. I think his theories are sound, and suspect (but don't know for sure) that he's been "paper trading" to check out his ideas.

    Keep writing, Tim. I will continue to Follow you here on Seeking Alpha...
    Jun 8, 2012. 01:28 PM | 7 Likes Like |Link to Comment
  • The Best Thing Warren Buffett Has Said All Year [View article]
    Thanks, Siverback, I appreciate that. Yeah, I wasn't attacking Tim, I was just shocked at the revelation that he didn't have an active portfolio, when he writes such wonderful articles and has such great advice on investing, especially Dividend Growth Investing. I understand and respect his explaination; getting through undergraduate work AND law school and coming out the other side with zero debt = an amazing feat, and a lot of great forethought about how you want to manage your future. I'm sure once Tim lands a real job after law school that his portfolio will be one to envy. I just wish someone had told me the things that Tim knows at his age when I was his age. Took me too long to figure out what to do, and now I'm playing a frantic game of catch-up...
    Jun 8, 2012. 01:15 PM | 9 Likes Like |Link to Comment
  • The Best Thing Warren Buffett Has Said All Year [View article]
    OK, that makes great sense. Thanks for taking the time to explain it, Tim. Yeah, I just read on one of your articles from 6/6 that you finished your undergraduate work with zero debt. Kudos to you, wish I could say the same (although, in retrospect, it didn't take that long to pay off my studend loans, and I put myself through college pretty much, but still, what I was spending on paying off student loans could've been going into investing...). Glad you took the scholarship at SIU. Good luck with your studies! Don't forget us here on SA...
    Jun 8, 2012. 12:47 PM | 6 Likes Like |Link to Comment
  • The Best Thing Warren Buffett Has Said All Year [View article]
    Huh? You have all this investing wisdom & youth to boot, and you Don't Invest yourself? I'm stunned & perplexed, Tim. Why, if you don't mind me asking, aren't you following some of your own sage advice and forgoing a couple of hundred bucks worth of consumption a month & making some small, steady investments? I understand you're a full-time student, but all this time I've been reading your articles I've been thinking you were speaking from experience. I'm just... stunned...
    Jun 8, 2012. 01:13 AM | 2 Likes Like |Link to Comment
  • My Fear As A Dividend Investor [View article]
    BTW, I like the phrase "Buy-and-Monitor", which I first came across in one of Dave Van Knapp's recent articles. I used to be a buy-and-hold investor, but the result was years of stagnation. Now thanks to sites like SA, I can be more proactive in managing my destiny...
    Jun 7, 2012. 11:40 PM | 4 Likes Like |Link to Comment
  • My Fear As A Dividend Investor [View article]
    Good article, Tim, good thoughts. Good to see you cranking out a bunch of articles on a consistent basis now that you're out of school. Thanks!...
    Jun 7, 2012. 11:36 PM | 4 Likes Like |Link to Comment
  • 40 Dividend Champions Vs. The S&P 500: 30-Year Backtest [View article]
    Adam: Are you going to run the same analysis on the remaining Champions after the top 40? Would be interesting to see, even if it is all in batches...

    And don't worry about the whiners about the "survivorship bias". As was mentioned, there's no telling which companies from 30 years ago would be on a list today, and lots of companies would've dropped off and others added on along a 30 year journey to get to today. You analysis at least gives us a "spot on the wall" from which to take stock; I doubt anyone would make bank on your resulting numbers, but I think the analysis is very revealing and would like to see the rest of the list crunched as well...
    Jun 5, 2012. 11:39 PM | 2 Likes Like |Link to Comment
  • My Mad Method: Weighting Metrics [View article]
    Could be, I'll check. Thanks...
    Jun 4, 2012. 02:51 PM | Likes Like |Link to Comment
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