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  • Notable earnings after Tuesday’s close  [View news story]
    Am I the only one most excited about BGS?
    Oct 27, 2015. 09:40 AM | Likes Like |Link to Comment
  • AbbVie Begins Trading On The NYSE And Should Prove Valuable In The New Year  [View article]
    Thanks for the correction Bostonm2000... My apologies to the SA boards.
    Jan 2, 2013. 02:05 PM | Likes Like |Link to Comment
  • AbbVie Begins Trading On The NYSE And Should Prove Valuable In The New Year  [View article]
    I believe $0.56/Yr which is about 1.6% yield at a $35 price point.
    Jan 2, 2013. 01:26 PM | Likes Like |Link to Comment
  • The Joy Of Falling Stock Prices For Income Investors  [View article]
    Thanks for the great response Tim, an order has been placed :)
    Jun 4, 2012. 09:24 AM | Likes Like |Link to Comment
  • The Joy Of Falling Stock Prices For Income Investors  [View article]

    Another great article from the man who is shaping up to be the next Warren Buffett but I do have a quick question for you in regards to your JNJ comments.

    In 2004 JNJ was trading at $64 because is was going to grow their dividend moving forward and because they were going to increase their earning moving forward. It's trading below $62 today because the fear is earnings/dividend growth will be slowed moving forward due to the global economic slowdown... JNJ is the smallest position I have (out of my 16 holdings), would love to know your thoughts in regards to it's forward looking p/e and div growth?

    (although this may sound negative I am looking to add to my position this week)
    Jun 3, 2012. 10:06 PM | 2 Likes Like |Link to Comment
  • Phillips 66: A Lot Of Upside Potential  [View article]
    Quick Link to the Presentation: http://bit.ly/IJm8Zh

    Great work on the article David
    May 10, 2012. 01:53 PM | 1 Like Like |Link to Comment
  • Developing A Passive Management Investment Strategy  [View article]
    Thanks for the link Lowell... Too bad I can't put an Enzo era F-Car in the stable and call it wise investing... (yet...)
    Apr 1, 2012. 10:05 PM | 1 Like Like |Link to Comment
  • Developing A Passive Management Investment Strategy  [View article]
    I'm still trying to figure out the remaining 17 assest classes... Still learning something everday here on SA.

    BTW I have stocks both domestic & intl, real estate, fixed income, commodities and cash... What am i missing? (classic autos and art?)
    Apr 1, 2012. 07:23 PM | Likes Like |Link to Comment
  • Has Apple Gone 'Parabolic' Or Just A Bit Overextended?  [View article]
    What's amazing to me is how simple yet obvious your charts make otherwise complex thoughts appear... I am a AAPL Long holder (and some time option trader) and one thing has been clear to me for quite a while... AAPL does not trade on it's fundamentals, if it did we would see it at LEAST getting a P/E equal to the average NASDAQ stock, from my opinion it trades on market sentiments and emotion.

    Although I wish it did trade on the fundies it's hard to prove others wrong when you need to move a market cap of $500B with your personal investment portfolio ( at least mine) which is far overshadowed by mutual funds, etc...

    So until the rest of the investment community wakes up to what many of us have known for quite some time "If those purple lines start crashing back into the gold lines" it looks like a time for some put options. (BTW haven't been on that side of an AAPL trade in over 3 years)
    Feb 13, 2012. 09:46 PM | Likes Like |Link to Comment
  • Costco Wholesale: Great Business, Mediocre Price  [View article]
    As an 8+ year shareholder (and it being one of my key holdings) your article is a bit of a wakeup call for me... My problem is, I love the stores, I always see the parking lots packed on the weekends and I just love the business model...

    The question I am left with is not whether it is fully valued (which i do believe it is) but where do i redeploy the capital?
    Jan 31, 2012. 10:22 AM | 2 Likes Like |Link to Comment
  • The Impact Of Inflation On Stock Returns  [View article]
    First off thanks for the article, although we know inflation is out to devalue our portfolios our 401k and our savings it's rare to see articles that take it into consideration. With that being said I ask you pardon my ignorance with my question.

    Up to this point I felt that quality equities that paid dividends (KO, COP, DD, BGS, PG, etc) who had brand power were able to pass on inflations impact on their costs into their products and onto the consumer which resulted in their increasing the DIV year over year... Does your analysis take this into consideration or only the stock price appreciation?
    Jan 15, 2012. 10:35 PM | Likes Like |Link to Comment
  • A More Rational Approach To Long-Term Dividend Investing  [View article]
    My concern with your approach if you're not using a direct drip to buy additional shares with your dividends you're putting after tax dollars back to work (assuming you are taking our your share of taxes prior to your reinvestment) although we do face the tax man at the end of the year to "pay the piper" at least our share base is continually growing... Sort of like a forced savings plan (across multiple sectors, multiple times a year, and dollar cost averaged)

    Just my $0.02
    Jan 12, 2012. 10:37 PM | Likes Like |Link to Comment
  • James Kostohryz Positions For 2012: 100% Cash The Only Way To Play This Market  [View article]
    How can you consider cash a risk free holding in a world where the printing presses are running 24/7 and inflation is showing up in everything from energy to commodities...

    I agree that all of us need dry powder to take advantage of opportunities but to stay mostly in cash for the majority fo the time can be the riskiest position of all...
    Dec 21, 2011. 03:33 PM | 6 Likes Like |Link to Comment