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Mike Nadel

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  • What If Long-Term Dividend Investors Buy Before A Crash? [View article]
    pickles:

    It's hard to argue against putting one's 401k money into an S&P500 index. Low cost, covers all the companies, etc. But another thing to consider if you are buying individual stocks separately is to use your 401k to fill a gap. For example, if you are buying blue-chip large caps like XOM, PG, KO, etc., you might want to use your 401k to buy, say, Vanguard's small-cap and/or mid-cap index funds (if your company offers them or an equivalent).

    Just my 2.5 cents.
    May 18 07:15 AM | Likes Like |Link to Comment
  • What If Long-Term Dividend Investors Buy Before A Crash? [View article]
    Aids:

    Congratulations on your foresight and, of course, good fortune to happen to have started trading when you did.

    Tim probably will answer for himself, but I'm guessing he chose the dates he did because they let him illustrate the benefits of time better. 2009 was only four years ago.
    May 18 07:07 AM | Likes Like |Link to Comment
  • Smoking Out Safe 4% Dividend Yields [View article]
    Tempo:

    Is investing in the military industrial complex investing in killing?

    Is investing in gunmakers investing in killing?

    Is investing in fast-food restaurants investing in killing?

    Is investing in big oil and big coal (and all of the companies that support and/or subsist off of big oil and big coal) investing in killing?

    Is investing in booze companies investing in killing?

    Is investing in big banks that foreclose on people who then might commit suicide investing in killing?

    Is investing in companies that make or sell clothing or tech items in horribly dangerous conditions investing in killing?

    You name the company and I'll bet I can find "moral" reasons you shouldn't own that company.

    Yes, cigarette manufacturers, by their very nature, make a product that has been proven to kill. Kind of like weapons manufacturers.

    I don't smoke but, like the guy who owns the corner store, I am willing to make money off of people who do. That's called capitalism.
    May 16 11:12 PM | 2 Likes Like |Link to Comment
  • Procter & Gamble - A Dividend Stock To Hold Forever [View article]
    Miz:

    We fed our dog Kirkland for a year and a half with no problems. She did get sick of the flavor, it seemed, so we have switched. Wouldn't hesitate to switch back again, though I will do my research and make sure it isn't tainted. Our little girl deserves good eats!!
    May 16 08:39 PM | 1 Like Like |Link to Comment
  • The Dow Hits All-Time Highs, But The Truth Is It Remains Cheaply Valued [View article]
    rjj/chowdah:

    Hmmm ... sounds like I probably should buy both!
    May 16 08:27 PM | 1 Like Like |Link to Comment
  • Seadrill: An 8.5% Dividend Yield With A Growing Fleet [View article]
    Paul:

    Thanks for using lots of numbers to articulate why I am going to be a stickler for margin of safety on an entry price for SDRL.

    If I buy it, it will never be a core holding in my portfolio. It will be a speculative position bought with "fun money."
    May 16 12:30 PM | Likes Like |Link to Comment
  • Procter & Gamble - A Dividend Stock To Hold Forever [View article]
    Miz: That's fine as long as the tongs are made by PG, GE, MMM or WAG! If not, you'll have to put them in the trash so they can be collected by WM!!
    May 16 12:13 PM | 3 Likes Like |Link to Comment
  • The Dow Hits All-Time Highs, But The Truth Is It Remains Cheaply Valued [View article]
    Hi Chuck. Great stuff, as usual.

    A couple of points to ponder and/or comment on:

    1. As I read this, I was thinking almost the same thing as commenter captainccs above in that the averages for the tech companies have to be somewhat out of whack because of the bubble leading up to 2000. I was wondering what some of today's values might look like if compared to, say, a 10-year view instead of 15.

    2. I haven't been able to put my finger on it, but there's something weird about valuing oil companies. Is it really possible that every single major oil company is very undervalued? Maybe it's just me, though.

    Anyway, I really liked this piece. Saved me some (but not all) homework.

    Long INTC, GE, MMM, MCD, PG, KO. Watchlist includes CVX, XOM, WMT, JNJ and several others here.

    Mike
    May 16 11:49 AM | Likes Like |Link to Comment
  • Ultimate Sustainable Dividend Portfolio - May 2013 Update - Crushing the S&P 500 [View article]
    Not just yield, either. Tobacco companies made money decades ago, make money now and will make money decades from now. They have the ultimate moat: an addictive product.
    May 16 09:40 AM | 1 Like Like |Link to Comment
  • Get In On The Ground Floor Like A VC With Public BDCs [View article]
    I have a few thousand bucks in my taxable account to throw at a non-divvy growth stock and IDEA intrigues me. I just spent about a half-hour online trying to find out more information about the company and came up empty. I'm talking about finding unbiased media discussions about the pros and cons of the company, not just the PR Newswire in-house stuff. So if anybody has actual information aside from what the company says about itself, I'd love to see it.
    May 16 09:36 AM | Likes Like |Link to Comment
  • Procter & Gamble - A Dividend Stock To Hold Forever [View article]
    Miz:

    Thanks for buying PG brands and keeping my portfolio happy!

    Now be a good girl and go buy some 3M Post-It notes and GE lightbulbs at Walgreen's!!!!

    Mike
    May 16 07:52 AM | 4 Likes Like |Link to Comment
  • Procter & Gamble - A Dividend Stock To Hold Forever [View article]
    Miz/Dave:

    The missus and I mostly stick to name brands that we've used forever (Heinz Ketchup, Hellmann's mayo, Bounty, etc.). However ... we have found some Kirkland brand products at Costco that we like at least as much as name-brand stuff (laundry detergent, toilet paper, yogurt, most medications, contact-lens solution, etc.) at a fraction of the price.

    Love our Costco.
    May 15 11:26 PM | Likes Like |Link to Comment
  • Optimizing Triple Net Lease REIT Investment: Time To Sell Realty Income [View article]
    Buck:

    I purchased my stake in O in three different buys. I'm guessing that, at the time, folks would have said that each purchase was made at a level higher than a "good price."

    I'm considerably ahead with all three purchases. And I continue to reinvest the divvies back into O.

    I don't say this about many companies, but maybe O is one of those companies that just about always trades at a premium.
    May 15 10:45 PM | 1 Like Like |Link to Comment
  • Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
    Hi Bob. Thanks for the reply.

    I am staying the course, not selling anything I own. I'm also not going all-in, holding a decent stash of cash. I've bought a few things lately, a little here and a little there, but I haven't found much I want to buy a full stake in lately.

    Again, nice article.

    Mike
    May 15 10:39 PM | 1 Like Like |Link to Comment
  • Are You Holding Overvalued Stocks And Wondering If It's Time To Sell? [View article]
    Bob:

    In other words ...

    Maybe this is like 1995 and we should be all-in. Then again, maybe this is like 1999 and we should be taking profits.

    Thanks for clearing that up!

    Hey, I'm just kidding here. I know how difficult these things are to predict. I have enough trouble predicting what I'm going to have for lunch today. Each of us most do what helps us sleep well at night. Thanks for an article that offers some choices.

    Mike
    May 15 11:12 AM | 2 Likes Like |Link to Comment
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