Matt Cilderman

Growth at reasonable price, dividend growth investing, tech, large-cap
Matt Cilderman
Growth at reasonable price, dividend growth investing, tech, large-cap
Contributor since: 2012
There were a lot of you who said i was nuts to believe that Apple might get into 3d Printing. It turns out they were just granted their own patent for a 3D Printer:
http://bit.ly/1jCb18m
Thanks for the heads up and the links!
Matt
Dave,
I know you usually only invest in companies with higher divs, but have you checked out TROW. They just announced and 18% div increase and a special div that would bring the yield close to 5%. They have zero debt and a 10 yr DGR and CAGR around 16%. Fast graphs shows that they are currently on sale.
I could go on…any thoughts?
Matt
Richjoy,
I was just going to comment about the same issues...well said.
Matt Cilderman
2Reb,
Let's not play that silly game. There are always momentary mispricings/value opportunities created in the market. I bought RTN in the 60's when the market offered me the opportunity...prob should have picked up LMT though (=
Also, if you would like to check the author's record, just click the link under his name. The system isn't perfect, but it will give you an idea...but i guess i am wasting my time...you just wanted to make a snarky comment.
I would be interested to know the market P/E during 1992.
That add additional perspective.
Matt Cilderman
ER,
Well done. thanks for putting the work in and sharing your thoughts.
Matt Cilderman
Thanks, Eli. Well done!
Matt Cilderman
Tom,
Sorry to see you go. PM me if you end up somewhere else.
Matt Cilderman
The 4th excellent thing he is doing is sticking around...everyone loves to hate on him and the company, therefore helping me buy at good valuation. =)
Matt
User 13553802,
Good, insightful first comment.
Google doesn't seem to be having an easy time partnering with major automakers, though. Automakers who are continuing to further their own tech. Maybe that is why the were rumored to be building their own.
Some good points to think about. Thanks for the convo.
Matt
Rchic1,
If you check out my previous articles, you will notice why i have oft been accused of being too optimistic about technology and its possibilities.
The thesis of this article, however, is that it is not a good fit for Google...If i am incorrect, please explain why instead of generalizing with cheap shots.
Matt
Paul,
Always great to tap into your wisdom.
It's funny how we can think alike in so many ways, but be then completely disagree on others.
I am right there with you on the self driving cars, but still have not given up hope for the medical side. ( i think i will explain with in a PM)
I am not yet tired of stretching my imagination, esp. if they continue to make money through advertising, etc. Given what they are trying to do through calico, they have stated that it is a 20+ year journey, and a "won't work" attitude would have derived us of many current inventions.
Another reason i believe this came about is because both larry and sergey have been dealing with some serious health issues. ( will PM you the link)
Gotta run,
Matt
While i am bullish on Google, don't forget that they are very close to passing Exon and Apple for largest company in the world...this never ends well for the stock price.
Matt
Comere,
I think drone delivery is far off for many reasons, but one of the easiest is that people would try to knock out the drone and take your item.
Matt
Soup,
i agree that the share price is too high. I bet they like the notoriety, though.
Matt
Spolas01,
Well, you made your first comment a good one! I had not even considered what you have mentioned and i find it intriguing. Just remember that they payout you will get is capped.
thanks,
Matt
Waytindor,
I have similar thoughts may appear in a future article.
Matt
Msapp,
Thanks for sharing your thoughts.
As i mentioned to Bfried, I am not upset that they want to retain control, but unsure of the investment vehicles that will be available to us.
Matt
Buyandhold,
Goog point...the valuation is rich and profit taking will come at some point.
Matt
Bfried,
I understand their motivation...they want to ensure their control of the company. I am ok with this because they have done such a good job in the past.
I guess my uncertainty lies in the investment vehicles after the split.
Matt
Bob,
Good question. I am certainly not an expert on medical, 3d printing, etc. but i think they argued that the advantages related to speed creating/ implementing the various iterations of the apparatus and the ability to quickly replace broken parts.
Matt
Wet,
Thanks for your kind words.
Matt
Thanks for catching the mistake...messed it up on my last edit. I will submit a correction.
Matt
User957,
looking forward to see that movie!
Matt
15560722,
I don't know if society at large is ready for the gizmos yet...but soon.
Matt
Steve,
They are already selling off a little...let's hope we see profit taking into earnings, too.
Matt
Dividend_growth,
Good point!
Thanks, JJsingh.
Mostserene1 said "You WILL be assimilated whether you want to or not. The collective will absorb or crush you."
You are sounding an awful lot like Locutus of Borg!
Dave,
And that is your choice...for now at least.
Matt