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Richard Shaw

 
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  • High Quality Stocks For Late Stage Bull Market (27 Stocks) [View article]
    Reasonable comment. Database classifications are often debatable. We used the categories from the database. Thanks
    Jul 27 03:10 PM | Likes Like |Link to Comment
  • High Quality Stocks For Late Stage Bull Market (27 Stocks) [View article]
    In the broadest categorization pipelines are utilities, which are more than gas and electricity providers -- (for the most part they deliver energy in semi-monopolistic pipes, and have regulated prices for which they must make application to authorities)
    Jul 25 02:45 PM | Likes Like |Link to Comment
  • High Quality Stocks For Late Stage Bull Market (27 Stocks) [View article]
    As you say in your bio -- numbers can and sometimes do lie (all numbers used here from databases, which by their nature contain some element of data error within 10's of thousands od data points -- possibly some stocks should not be in the list and possibly some should have been in the list if data errors were in the databases for specific stocks for the specific datapoints selected) -- so to all the readers, dig in past the data for this list to make sure you understand and want the exposures each company provides
    Jul 25 10:30 AM | 2 Likes Like |Link to Comment
  • High Quality Stocks For Late Stage Bull Market (27 Stocks) [View article]
    Interesting point. I personally on both UNP and NSC, so will only feel half the pinch.
    Jul 25 08:02 AM | Likes Like |Link to Comment
  • High Quality Stocks For Late Stage Bull Market (27 Stocks) [View article]
    Much appreciated
    Jul 24 08:30 PM | Likes Like |Link to Comment
  • High Quality Stocks For Late Stage Bull Market (27 Stocks) [View article]
    Yes there were a number of big name stocks with high quality ratings from S&P, ValueLine or Wrights that are missing, but the CCC requirement and the growth and Balance Sheet criteria are very strict
    Jul 24 08:28 PM | 3 Likes Like |Link to Comment
  • High Quality Stocks For Late Stage Bull Market (27 Stocks) [View article]
    Yes the genetic modification issue is big with some. I am not personally afraid to eat genetically modified foods. Whether there are other issues relating to upsetting biologic balances and such is outside of my level of understanding. There are also issues of increasing crop yield, desired grain attributes, pest resistance and things like that which may be important to the ability of the earth to sustain its ever increasing population. Fresh water supply is expected to be come a brick wall to limit population as some point. I am looking more and more into stocks that will benefit from or help solve the water shortage issues.
    Jul 24 06:29 PM | 2 Likes Like |Link to Comment
  • High Quality Stocks For Late Stage Bull Market (27 Stocks) [View article]
    Personally, I don't favor business development companies or mortgage REITS, but that personal preference aside, I think remaining substantially fully invested still makes sense, just with a less aggressive security selection -- and do note that my perspective is based on the character of my client base -- they are past or near the end of the accumulation stage of life and are near to or currently living on portfolio income -- they cannot replace those assets if lost but they typically must continue to develop income -- so my comments here and in this article are not necessarily appropriate for any other type of investor (I should probably make that caveat in the body of my articles)
    Jul 24 05:44 PM | 4 Likes Like |Link to Comment
  • High Quality Stocks For Late Stage Bull Market (27 Stocks) [View article]
    Bob, yes quality and moats -- also thanks to David Fish for maintaining the CCC list. ValueLine has a rating for Price Stability, Earnings Predictability, and Growth Persistence which is a nice set of companion data, as well as 15 years of financial data -- most libraries maintain a subscription -- if you live is a small town, getting to that publication is minimally inconvenient, if you don't choose to subscribe
    Jul 24 04:41 PM | Likes Like |Link to Comment
  • High Quality Stocks For Late Stage Bull Market (27 Stocks) [View article]
    As a microbiologist, are you negative about the business they are in (you may have some special insights on genetic modification), or are you negative about them as a security independent of their specific business pursuits?
    Jul 24 03:50 PM | 2 Likes Like |Link to Comment
  • High Quality Stocks For Late Stage Bull Market (27 Stocks) [View article]
    Jason, That is very kind of you. Thank you. I am a big filter fan, and generally conservative in approach -- but after the filter the detailed research starts.
    Jul 24 03:41 PM | 1 Like Like |Link to Comment
  • 9 Filtered Dividend Stocks From Dividend Champions, Contenders And Challengers [View article]
    Good call, bad typo. Will fix and have SA replace. Thanks.
    Jul 10 11:49 AM | Likes Like |Link to Comment
  • 9 Filtered Dividend Stocks From Dividend Champions, Contenders And Challengers [View article]
    I am not recommending either way, just providing useful data for those who may be helped by the filtering process.

    I think the criteria used in the filter are important requirement for good choices, but are not sufficient to make a purchase determination, as I stated in my closing.

    There are 500+ stocks in the CCC list. This filter could save some investors many hours of work, if these criteria are important to them too. Not everybody has the time or tools to do the filter.

    It may be that once the universe is reduced by filtration, that none of the survivors are of interest, but you know that those that are not survivors did not meet the particular filter criteria.
    Jul 10 11:48 AM | Likes Like |Link to Comment
  • Best MLP Funds For Risk Adjusted Return Vs. S&P 500 [View article]
    The prem/disc data is from morningstar. The KED factsheet also says discount
    http://bit.ly/1mbI3d7
    May 10 05:55 PM | Likes Like |Link to Comment
  • MLPs With Better Risk Adjusted Return Than The S&P 500 [View article]
    Stevig:
    MLPL is compared to other MLP investment vehicles in the follow-up article http://seekingalpha.co...
    May 9 07:49 AM | Likes Like |Link to Comment
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