A Look At My Investing Mistakes With Dividend Stocks [View article]
Forget the past, think the future. I have owned COP for about 3 years and got the spinoff, so now hold both. But we're in good company.
ConocoPhillips (COP) carries a yield of 4.6% annually. It has also received the largest commitment from Berkshire compared to the other stocks on our list, occupying roughly 1.9% of Buffett's portfolio. That 1.9% is indicative of Buffett's 13F for the fourth quarter of 2012. In first-quarter 2012, the investor had almost 3% of his $75 billion allocated to ConocoPhillips. COP has been taking strides recently to divest some of its international holdings to better concentrate on North American operations. China has recently announced its interest in buying COP's stake in the Kashagan oilfield in Kazakhstan, which would help COP lower some of its debt. Billionaire Michael Price of MFP Investors has almost 3% of his portfolio dedicated to COP.
Equity CEFs: The Best Return-Of-Capital Funds, Part II [View article]
Thank you, appreciate the response. A thought I had was to keep the funds in the account for our kids while I can still get the distributions. Not a large amount. I should have room before I hit the top of 15% bracket. This year is also a year where no capital gains tax in 15% bracket and the distributions won't add to taxes, if I am correct.
Equity CEFs: The Best Return-Of-Capital Funds, Part II [View article]
Doug,
Thank you for the commentary, very helpful. I am a retired 79 year old who is interested in using some of the taxable cash I have to invest in funds with a high ROC as it will allow me to defer distributions I receive so I do not have to pay tax until the funds are sold or left for my kids who would get them at stepped up basis. Or if I need cash, I am in 15% tax bracket. I know our tax situations can change. If I sell a fund with ROC after a few years how is the gain taxed?
Precision Castparts (PCP): FQ2 EPS of $2.28 misses by $0.07. Revenue of $1.93B (+8.4% Y/Y) misses by $90M. (PR) [View news story]
I've owned since 1979 and still in there. Maybe the best I've ever owned by being patient. A great growth story. When I bought it, they were barely around $100 million revenue, now over 20 billion and going strong.
A Look At How PCP Inflates Earnings Through Acquisition Accounting [View article]
This author has always been negative and short, so why not use the internet to try make negative comments. I have owned PCP since 1979 and still own some original shares from stock splits over the years. Has been a wondefful; holding. PCP has strong positions in strong markets with bariiers to entry for many years to come.
Joe, thank you very much. If you can suggest any other fund where I can benefit from ROC as discussed above, I would appreciate that. I assume it mostly applies to funds holding MLP's.
I have a taxable account in addition to IRA's & Roth. We are 76+78 retired in 15% tax bracket. I'd like to earn something from the cash sitting in the taxable account and thought about something along the line of SRV simply because I think I would have the option of deferring taxes while still getting a dividend/distribution. Perhaps there are better funds for that but I would think if most of the return is ROC it might make sense. What do you think?
A Bond Allocation For Your Dividend Growth Portfolio [View article]
While TIP funds have done well, they will suffer most when rates begin to rise as they are more long duration. If you own them now, fine, but not a time to be buying them. Just my opinion.
A Look At My Investing Mistakes With Dividend Stocks [View article]
A Look At My Investing Mistakes With Dividend Stocks [View article]
ConocoPhillips (COP) carries a yield of 4.6% annually. It has also received the largest commitment from Berkshire compared to the other stocks on our list, occupying roughly 1.9% of Buffett's portfolio. That 1.9% is indicative of Buffett's 13F for the fourth quarter of 2012. In first-quarter 2012, the investor had almost 3% of his $75 billion allocated to ConocoPhillips. COP has been taking strides recently to divest some of its international holdings to better concentrate on North American operations. China has recently announced its interest in buying COP's stake in the Kashagan oilfield in Kazakhstan, which would help COP lower some of its debt. Billionaire Michael Price of MFP Investors has almost 3% of his portfolio dedicated to COP.
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Equity CEFs: The Best Return-Of-Capital Funds, Part II [View article]
Equity CEFs: The Best Return-Of-Capital Funds, Part II [View article]
Thank you for the commentary, very helpful.
I am a retired 79 year old who is interested in using some of the taxable cash I have to invest in funds with a high ROC as it will allow me to defer distributions I receive so I do not have to pay tax until the funds are sold or left for my kids who would get them at stepped up basis. Or if I need cash, I am in 15% tax bracket. I know our tax situations can change. If I sell a fund with ROC after a few years how is the gain taxed?
Examining Precision Castparts' Disappointing Quarter [View article]
Precision Castparts (PCP): FQ2 EPS of $2.28 misses by $0.07. Revenue of $1.93B (+8.4% Y/Y) misses by $90M. (PR) [View news story]
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I have a taxable account in addition to IRA's & Roth. We are 76+78 retired in 15% tax bracket. I'd like to earn something from the cash sitting in the taxable account and thought about something along the line of SRV simply because I think I would have the option of deferring taxes while still getting a dividend/distribution. Perhaps there are better funds for that but I would think if most of the return is ROC it might make sense. What do you think?
A Bond Allocation For Your Dividend Growth Portfolio [View article]
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