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TyCarrerra

TyCarrerra
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  • HCP (HCP) Lauralee E. Martin on Q1 2015 Results - Earnings Call Transcript [View article]
    I'm glad it is. Because it finally went into my buy zone and bought more.
    May 6, 2015. 12:46 PM | 1 Like Like |Link to Comment
  • J&J Q1 earnings off 9%; guidance lowered [View news story]
    I wished the stock would go down in price... So I can buy more.
    Apr 14, 2015. 03:31 PM | 2 Likes Like |Link to Comment
  • Philip Morris: The Math Keeps Getting Worse [View article]
    They don't stay old as long, so less retirement benefits... hehe
    Mar 9, 2015. 07:13 PM | 1 Like Like |Link to Comment
  • McDonald's CEO Thompson to retire; Easterbrook named [View news story]
    YAAAY!
    Jan 28, 2015. 10:15 PM | 1 Like Like |Link to Comment
  • Recent Sell: Target Corporation [View article]
    Hi, James.

    I actually bought TGT around in 10/2013. And as per my records, the yield was no where near 3.3%. It was actually more around 2.7% at the time. I bought it because the yield at the time was about 15% higher than the historical (last 5 years) yield, which is typically when I start looking for my long term holdings.

    I did buy some more later, and my YOC on TGT is closer to 3.5%. I'm holding on because I think this management is doing something about the problems. I also have looked at the people in my demographics (20's to early 40's, with jobs), and just about everyone shops at TGT, not WMT (other than for cheap ammo -- I'm in Texas).
    Jan 27, 2015. 07:22 PM | Likes Like |Link to Comment
  • I Hope The Exit Doors Are Wide Enough [View article]
    I've been waiting for interest rates to go up for years now. But as someone have mentioned, the government cannot exactly afford higher interest rates. So yeah, I'm holding on to NLY, but not reinvesting the divs. I believe we are in a zirp forever era, and once everybody realizes that, these high yielders' stock prices will go up due to yield chasers.
    Jan 22, 2015. 11:39 PM | Likes Like |Link to Comment
  • Weakening Consumers Will Be A Drag On The Retail Sector Going Forward [View article]
    Excellent analysis! Thanks!
    Jun 25, 2014. 02:44 PM | Likes Like |Link to Comment
  • Target makes key information security hiring [View news story]
    Looks like a good hire.
    Jun 10, 2014. 02:26 PM | 2 Likes Like |Link to Comment
  • Teva Pharmaceuticals: Copaxone's Upcoming Expiration Continues To Depress Its Current Valuation [View article]
    Anybody know the percentage of taxes on TEVA dividends is, as well as how it is taken out if the shareholder is from the US?
    Nov 9, 2013. 07:24 PM | Likes Like |Link to Comment
  • Dividend Champions Smackdown XXXVIII [View article]
    Thank you for sharing your analysis, and your work at dripinvesting. I felt like I had missed out a good entry point on ADM, and now this has me reconsidering it again.
    May 8, 2013. 08:49 PM | 2 Likes Like |Link to Comment
  • Should You Copy The 'Ron Paul Portfolio'? [View article]
    I agree one should not cherry pick. But what is wrong with being right only in the last 15 years of out 30? What's different between that and a dividend/value investor who sees a great company, kept buying shares while it is greatly undervalued, and is finally reaping the GREAT rewards years later? Isn't that a value/dividend investor's dream to be able to accumulate a lot of shares of an undervalued equity? In my dividend investments, which I do not plant to "tap" decades from now, I actually hate it when it keeps going up in value. I like it when my reinvested dividends are able to buy more shares, not less.

    As long as the investor has some other form of income that he or she does not have to rely on the investment, and the investment is for really long term, I do not see RP's portfolio as being a bad investment. Remember that his portfolio has one thing that other portfolios that do not account for currency devaluation/crash - it's insurance for that event. If it helped RP sleep at night, that is worth something in itself.

    Like yourself, I do agree with a lot of RP's belief's. But like yourself, I feel I have to be more diversified than his portfolio. We all have to find the investment strategy where our money grows, while also conforming to our own appetite for risks.
    Apr 2, 2012. 12:15 PM | 3 Likes Like |Link to Comment
  • Statoil Reports Record Quarter, Appears Undervalued [View article]
    Nice analysis!

    Is there a Norwegian withholding tax on the dividends? If so, how much?
    Oct 2, 2011. 10:35 PM | Likes Like |Link to Comment
COMMENTS STATS
12 Comments
12 Likes