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Kamil Kolacek  

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  • Evidence-Based Investing: 5 Easy Reasons Why You Should Copiously Buy Gilead Sciences [View article]
    Very well said, exactly !
    Aug 1, 2015. 04:28 PM | Likes Like |Link to Comment
  • Evidence-Based Investing: 5 Easy Reasons Why You Should Copiously Buy Gilead Sciences [View article]
    Nah, there are no "no-brainers" in the market. Most learn that lesson the hard way.
    Aug 1, 2015. 04:16 PM | Likes Like |Link to Comment
  • Any Room In Big Tech For A GARP Investor? [View article]
    Very well written article. Agreed that GOOGL & FB are decent buys for the long-term investor despite what some might think about the current valuations.
    Jul 25, 2015. 08:13 PM | Likes Like |Link to Comment
  • Why Dividend Growth Investing Is Not Always Best [View article]
    Also, you mention that total return has the potential for much greater gains then DGI. Perhaps so, but there is no guarantee. You cite two spectacular total return success stories in AAPL and GILD, but they are extreme total return outliers. Are you confident in your abilities to pick the next 5,000% or 10,000% total return equities going forward? It will unlikely be AAPL or GILD again.
    Jul 25, 2015. 10:20 AM | 3 Likes Like |Link to Comment
  • Why Dividend Growth Investing Is Not Always Best [View article]
    Great write-up, very Benjamin Graham-esque!

    I think that when one is young, one should definitely have a certain portion of their equity portfolio allocation skewed towards solid growth companies that may pay little to no dividends but have the potential for some serious capital appreciation.

    That being said, at the same time, I think that being young and having the time to reap the rewards of some serious long-term compounding from dividend growth, reinvestment, and accumulation, a prudent youthful investor should also begin to identify and accumulate selective dividend growth and champion stocks such as the ones you identified.

    I do not see why the two strategies necessarily have to be mutually exclusive. Why not have the best of both worlds!
    Jul 25, 2015. 10:03 AM | 3 Likes Like |Link to Comment
  • Greece Referendum: No - 61.1%. Yes - 38.9% [View news story]
    Yup, going the way of Argentina in short order.
    Jul 5, 2015. 06:01 PM | 1 Like Like |Link to Comment
  • Greece Referendum: No - 61.1%. Yes - 38.9% [View news story]
    What the heck are you doing on such a red-blooded ultra-capitalistic free-market website like this then???
    Jul 5, 2015. 05:55 PM | 5 Likes Like |Link to Comment
  • Gilead: Still My Next Apple [View article]
    Yes, exactly, but notice that grisly_atoms said selling 'naked' puts. If you fully plan on owning the shares at strike and have the cash in your account to do so, then on the contrary to speculation, this is actually one of the more conservative strategies available in the market and if used effectively can be very lucrative, and a great steady income producer.
    Jul 4, 2015. 07:22 PM | Likes Like |Link to Comment
  • Finally BP Settles For $18.7 Billion, Dividend And Core Asset Base Safe [View article]
    Still many claims out there, including a civil suit by 25,000 Mexican fisherman asking for $50,000 a piece.
    Jul 4, 2015. 03:49 PM | Likes Like |Link to Comment
  • Adding CVX To My Portfolio [View article]
    Ehh nice try with all the fear-mongering, but I'm not buying it. CVX will be fine in the long-run. Euroland is not in trouble, Greece is, and a Greek contagion / spill-over scenario is likely overblown. They are a small, rather inconsequential economy.
    Jun 28, 2015. 02:36 PM | 14 Likes Like |Link to Comment
  • Las Vegas Sands: Macao Depression Overdone? [View article]
    That is a nice DCF model you have there, did you base it upon the great NYU Finance and Valuation professor - Aswath Damoradan's model?
    Jun 26, 2015. 02:08 PM | Likes Like |Link to Comment
  • Profit From The Pharma Craze: Sell Gilead, Buy Taro [View article]
    Ian, LOL this dude is trolling you hard -


    http://seekingalpha.co...
    Jun 24, 2015. 06:46 PM | Likes Like |Link to Comment
  • My Favorite Utility Stock: 41 Consecutive Years Of Increased Dividends [View article]
    Yup, exactly. Not so easy and straight-forward to predict when rates will rise and what will happen in the interim!
    Jun 22, 2015. 08:29 PM | 1 Like Like |Link to Comment
  • Valuing Freddie Mac And Fannie Mae's Common And Preferred Stocks [View article]
    Selling to Hedge Funds is not a good solution, nor a viable one, nor one anywhere near the realm of reality. There isn't a HF in the worlds that could take on the liabilities and guarantee the portfolios of the GSE's.
    Jun 21, 2015. 05:57 PM | 1 Like Like |Link to Comment
  • Chevron Under $100 Is A Steal [View article]
    Valuentum ? Lol.
    Jun 18, 2015. 05:23 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
997 Comments
1,046 Likes