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K202

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  • Dividend Investors' Guide 2014 Review - Retail And Wholesale Food Industry [View article]
    Yes. You are right. I think I must have rewritten the sentence and missed taking "not" out as intended. I will ask the editors to fix it.

    Thanks you for pointing this out. Much appreciated.
    Apr 4 10:10 AM | Likes Like |Link to Comment
  • Dividend Investors' Guide 2014 Review - Retail And Wholesale Food Industry [View article]
    I really won't know until I see how the acquisition of Harris Teeter works out later this year. Great company but I am not sure how the added stores and expansion will work out either. The unknowns have me guessing more than I'd like. If you own shares I wouldn't recommend selling just yet. The company has potential but without providing more details to us about the planned expansion I can't be sure how it will work out.

    Most companies consider the N. American market saturated, but I don't know if the expansion is in this area yet. I would stay put until we know more.

    Sorry, but that's all I can tell you at the moment. If I find enough about management's plans I'll probably write a focus article on KR.

    Thanks for asking!
    Apr 4 12:46 AM | Likes Like |Link to Comment
  • Protecting Your Equity Portfolio For Less - Part I [View article]
    Sorry David - I forgot about the link above. Nice short example provided and a link to a website that helps choose the right options for the position. Here is that link to the tool: http://bit.ly/1nHfbqQ

    Your strategy works to cover all but the first 15%. The difference between this and my strategy is that with a 30% market drop or greater mine should give you close to zero loss while yours still gives you a 15% loss. Granted, my strategy doesn't fully kick in until the market is down by 15% but it is designed to gain ground by rising faster than the market falls thereafter.

    The optimal static hedge is a perfectly good way to protect against catastrophic losses, too. Thanks for the reminder.
    Apr 3 12:26 AM | 1 Like Like |Link to Comment
  • Protecting Your Equity Portfolio For Less - Part I [View article]
    Vincentjc - It is all a matter of choice. I really can't answer the question but I thank you for joining the conversation.
    Apr 2 09:18 PM | Likes Like |Link to Comment
  • Qualcomm For Above Average Total Return [View article]
    Thanks for the history info, Larry. Good info.!
    Apr 2 09:15 PM | Likes Like |Link to Comment
  • Protecting Your Equity Portfolio For Less - Part I [View article]
    For readers who may not understand the term "optimal static hedges" here is a link to a highly cited article on the subject from Princton University.

    http://www.princeton.edu~sircar/Public/ARTICLE...

    Enjoy!
    Apr 2 09:13 PM | Likes Like |Link to Comment
  • Dividend Investors' Guide 2014 Review - Household Products Industry [View article]
    wdjax0n - Thanks for the comment. I just call them the way I see 'em. I don't worry much about having a differing opinion.
    Apr 2 12:27 AM | Likes Like |Link to Comment
  • Dividend Investors' Guide 2014 Review - Household Products Industry [View article]
    Lazy - Thanks for you comment. These are not true growth stocks. The growth is gradual but steady and the compounding works well over time. These are companies that you can buy and forget about. But only buy when the price represents a good value.
    Apr 1 09:46 PM | Likes Like |Link to Comment
  • Dividend Investors' Guide 2014 Review - Household Products Industry [View article]
    rich - True, but be selective and patient. It will pay off over time.

    Thanks for commenting.
    Apr 1 09:43 PM | Likes Like |Link to Comment
  • Dividend Investors' Guide 2014 Review - Household Products Industry [View article]
    diamondjimbob - I think we all do!
    Apr 1 12:07 PM | Likes Like |Link to Comment
  • Dividend Investors' Guide 2014 Review - Household Products Industry [View article]
    fendermon - I suspect you will be right on the longevity of CHD. It is one that could probably be passed on from generation to generation. I love the company but could not buy at this level. But it is a good hold long-term. Thanks for commenting.
    Apr 1 10:38 AM | Likes Like |Link to Comment
  • Dividend Investors' Guide 2014 Review - Household Products Industry [View article]
    investor68 - Good for you! Always do your own due diligence. Articles like this and others, no matter where you find them, are never more that a good starting point! Thanks for commenting.
    Apr 1 10:37 AM | Likes Like |Link to Comment
  • Dividend Investors' Guide 2014 Review - Household Products Industry [View article]
    db - Thanks for the comment and I expect you will be rewarded for your patience. Never chase a stock; let the price come to you. If it doesn't there are plenty of alternatives from which to choose and build a good portfolio.
    Apr 1 10:35 AM | Likes Like |Link to Comment
  • Dividend Investors' Guide 2014 Review - Household Products Industry [View article]
    rich - I hope your handle describes your condition rather than your real name. Ag has a lot of potential. DE is a great company for the long term but is a bit cyclical in nature. But the divs help the long-term holders.
    Apr 1 10:33 AM | Likes Like |Link to Comment
  • Dividend Investors' Guide 2014 Review - Household Products Industry [View article]
    Dividend Watcher - You hit the nail on the head concerning CHD with "their marketing is not as ubiquitous as PG's nor CL's" as this is my concern. The bigger competitors are just beginning to wage marketing war to gain back market share. It may not affect consumers like you who recognize value but somehow a lot of people do what their told by good advertisers.

    CHD has some good initiatives but I am afraid it does not have the muscle. I like the company and its lower cost business model and hope I am wrong but unwilling to risk my money on hope. Thanks for the comment.
    Apr 1 10:30 AM | Likes Like |Link to Comment
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