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holbornnine

holbornnine
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  • 3M Delivers Once Again [View article]
    I own both MMM and HON ... these are two stocks that have gotten thru the earnings season that I own basically unscathed ( along with a certain smartphone company and coffee cpmpany ). They both add up to 11.05% of my long term portfolio but I wish it was more as stocks such as KMB,MSFT and JPM have been PAINFULL !! CL, RTN and CVX over the next 48hrs. This earnings season has been FULL of potholes. Holding 3M is easy ... should have more !!
    Jan 28, 2015. 08:43 PM | Likes Like |Link to Comment
  • ACE beats by $0.18, beats on revenue [View news story]
    Very consistent performer this one. Very "under the radar" P&C insurer that gets little mention but one that I am sticking with for the medium/long term.
    Jan 27, 2015. 07:54 PM | Likes Like |Link to Comment
  • Dividend Stock Analysis: Colgate-Palmolive [View article]
    I own CL and actively trade weekly option strategies ( short vol trading ... strangles mainly ) to increase the return on my holding in this great company. If as several comments have talked about CL is "dead money" for a while then I will do very nicely and keep most of the $1.20-$1.50 per share option premium I aim to collect .... each MONTH !!

    Have similar trading strategy on all my long term holds that have weekly options such as UTX,JPM,SBUX,DIS,PEP,P... etc.

    23% ROE on portfolio last year which handily beat the S&P500 returns
    Jan 25, 2015. 05:09 AM | Likes Like |Link to Comment
  • Update: Starbucks Earnings Report Hits No. 20... Barely [View article]
    If that's a disappointing report can you point me in the direction of a company on a reasonable valuation that delivered a "stand-out" performance over the last quarter please !!

    Hold SBUX and no after hours selling from me.
    Jan 23, 2015. 05:28 AM | 9 Likes Like |Link to Comment
  • I'm Greedy On General Electric While Others Are Fearful [View article]
    If you had $10k gift from a very nice Uncle who sadly just passed away and in his will he said you must invest it for your childrens future in one stock in the whole S&P500 ... would GE seriously be it ???? That's effectively what you are doing each day by holding a dog of a stock like this, you could easily sell and make up any losses in a far better managed business with a better CEO and brighter growth prospects. Can I make a few suggestions below of companies where I am convinced your returns ( and enjoyment in owning ) will be far higher in the next 1,5 and 10 years. All compete with parts of the GE organisation.

    3M
    Honeywell International
    United Technologies
    Pentair
    Raytheon

    To name just 5 ( disclosure : I own all 5 ... and no GE ( thankfully ))
    Jan 18, 2015. 04:31 AM | Likes Like |Link to Comment
  • Church Of Starbucks: Belief Required [View article]
    Thanks for your kind comments on Queenstown ... and its "challenging" airport. Yes it probably is one of the most spectacular places to live on the planet and I feel very privileged. The famous burger joint is "FERGBURGER" and it just goes from strength to strength ... only a 50m queue down Shotover St yesterday!! Urban legend says the place turns over $50,000 on a busy day !!

    Nice bounce in SBUX today
    Jan 7, 2015. 09:27 PM | Likes Like |Link to Comment
  • Church Of Starbucks: Belief Required [View article]
    Agreed. We have a very busy Starbucks here in Queenstown, NZ but since living here the last four years I have never been ... I prefer my "craft" ( decent ) coffee from my favourite local cafe Vudu which is a sole operator style cafe ( also extremely busy ) but i still appreciate the SBUX business model I just don't rate the coffee or atmosphere as it is full of tourists ( lots of Chinese and Americans ) making use of the free Wi-Fi ...
    Jan 6, 2015. 10:32 PM | 1 Like Like |Link to Comment
  • Church Of Starbucks: Belief Required [View article]
    Wish I'd bought BUD shares when beer went "ex-growth" !! Market leading companies are very clever at either re-inventing themselves or tweaking the business model to drop that extra dollar to the bottom line. SBUX will be no different if and when the market perceives them the same as the global brewing giants were 5-10 yrs ago.
    Household and global brands like SBUX,Nike,Colgate-Palm... and Kimberly-Clark are all great long term buy on the dip stocks.

    Disc: Hold all of the above
    Jan 6, 2015. 09:32 PM | 1 Like Like |Link to Comment
  • Making Money In Oil: Williams, Energy Of A Different Kind In 2015 [View article]
    Also have same strategy on OKE.
    Jan 3, 2015. 10:39 PM | Likes Like |Link to Comment
  • Making Money In Oil: Williams, Energy Of A Different Kind In 2015 [View article]
    Me too , I'm selling Puts with a strike of $45.00 every week ( lovely weekly options available on WMB ) with a premium of 80c to $1 per share to give me an "in-cost" of the low 44's or high 43's. Have kept $2.85 / share in premium since early December. and am long a few hundred ords at $45.00, so average cost on small holding acquired so far is $42.15.
    Jan 3, 2015. 10:38 PM | 1 Like Like |Link to Comment
  • Time To Sell My Shares In 3M [View article]
    I think the trick is to buy stocks that are already running ... you just need to know they are very fit and not about to run out of puff !!

    I am confident a 50/50 combo of 3M and Microsoft will again outperform a GE/IBM one in 2015. We shall see.
    Jan 3, 2015. 06:34 PM | Likes Like |Link to Comment
  • Time To Sell My Shares In 3M [View article]
    GE and IBM ... what a dog of a portfolio that would have been the last 24 months. If you'd had say MMM and MSFT you're outperformance I am guessing would be well over 100%. Even though the overall market is up huge over the last few years if you'd picked the wrong stocks it may not seem like it !!
    Jan 3, 2015. 05:33 PM | Likes Like |Link to Comment
  • My 2015 Value Stock Picks [View article]
    When I read all this it certainly makes charting and trading in a "MOMO" style seem very attractive. With all these criteria for ascertaining "value" can you really see the wood for the trees ?

    My 21 picks for 2015 for what it's worth ( and I hold all )

    MMM DIS CELG GILD UTX PEP CL SUNE FFIV PXD JPM WFC ACE PM RRC GOOG MSFT DOW NKE SNDK HON.

    All trading near to 52wk highs ( obviously except the 3 energy names ) , most have high P/E's .... but I expect my portfolio ( with some option trading strategies wrapped around each of them at some opportune time during 2015 ) to return 15%+ in 2015. That is my aim anyway,
    Jan 3, 2015. 05:14 PM | 1 Like Like |Link to Comment
  • 4 Safe Large-Cap Dividend Companies [View article]
    Cheers ... I am leaning towards PG. I will be selling naked Puts to establish a synthetic long so the implied volatility also comes into my calculation. Of the 4 companies our particular household uses CL products the most and PG probably the least ( we are in New Zealand ) ... but I agree CL looks expensive ... but IT NEVER looks cheap !!
    Dec 21, 2014. 11:09 PM | Likes Like |Link to Comment
  • 4 Safe Large-Cap Dividend Companies [View article]
    If you have a spare 10 mins ... which would you pick out of

    1. PG
    2. CL
    3. KMB or
    4. CLX ???

    Looking to add a consumer products stock to portfolio for 2015.

    cheers.
    Dec 21, 2014. 04:20 AM | Likes Like |Link to Comment
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