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RWMostow

RWMostow
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  • Verizon Communications Is A Buy [View article]
    I agree with Dealer Deb.

    It used to be for wireless coverage VZ was the only ballgame. Now T is overtaking VZ. Example: I am planning a 2-day trip to WVa. I will be driving hundreds of miles on freeways that have NO VZ coverage. T, OTH, has full coverage. What do I do if I need roadside assistance? Hope that a friendly motorist with T service stops to assist?

    I will be spending the night at the Snowshoe Ski Resort. T has full coverage and has have for the 8 years that I've stayed at Snowshoe. VZ has no coverage for almost 100 miles.

    To me it is a matter of public safety and VZ should add service for that reason, alone. A call to VZ got me a big brush-off.

    End of rant.

    Long: T (avg cost $28)

    -rwm
    Jul 20, 2015. 10:58 AM | 6 Likes Like |Link to Comment
  • Rich Kinder Should Be Rooting For Lower Prices [View article]
    All-

    Depending upon the individual details, not even death can escape all taxes. Please ask you tax adviser for examples. You do have a tax adviser, don't you?

    Perhaps that is UP's problem. No tax adviser.

    Good luck to all.

    -rwm
    Jul 18, 2015. 12:52 PM | 1 Like Like |Link to Comment
  • Rich Kinder Should Be Rooting For Lower Prices [View article]
    Paul-

    We know nothing about your personal situation, nor portfolio details, and it probably would be best to keep it that way.

    Only you know at what point "you sleep well at night."

    As an aside, I am fairly strict about limiting each holding to a "full position." That having been said, there are two in my portfolio that exceed a double position (for me), and yes, I do sleep well at night.

    Has my thoughts helped? I hope so. Good luck.

    -rwm
    Jul 18, 2015. 12:14 PM | 1 Like Like |Link to Comment
  • Kinder Morgan declares $0.49 dividend [View news story]
    didkie-

    When you find out, please let all of us know. Thanks.

    -rwm
    Jul 15, 2015. 04:27 PM | 9 Likes Like |Link to Comment
  • Doing Battle With Nature [View article]
    George-

    LOW and HD are NOT where one purchases lumber. Period.

    The Md. and Va. suburbs of DC are "blessed" with some real old fashioned lumber yards that derive the majority of their business from real contractors (not one-person shows).

    Example: When I decided to replace the original decking on my front "porch", I drove to one of those lumber yards. The yardman (sorry, ladies) cut the bands on a brand new "hack" of 20-ft pressure treated 2x4's. Most pieces were almost of cabinet lumber grade. I picked out the 22 pcs that satisfied my standards, put secret marks on each pc, and the yardman banded my purchase.

    The next morning at 7:30 am, one of their fleet of trucks, loaded to the sky with lumber showed up in my driveway. My purchase was on top and off it came. Yes, every piece contained my secret mark.

    I've been dealing with this firm since 1970. I would not dream of switching. How did their price compare to HD? Do not know; do not care. My satisfaction and stomach lining is worth more than any price differential.

    Enough preaching....

    Great article, as always. Thanks very much.

    -rwm
    Jul 14, 2015. 11:53 AM | Likes Like |Link to Comment
  • Intel: Preparing For Bad News [View article]
    Bill-

    If we are to assume that Win 10 is a successful launch, and no major o/s issues crop up (mighty big assumptions considering Microsoft's track record), then how will this benefit INTC?

    Thanks for a great article!

    -rwm
    Jul 13, 2015. 10:30 AM | Likes Like |Link to Comment
  • Why Intel Shares Will Continue To Underperform The Market [View article]
    ras-

    Who makes your SSD laptop? Does it have a built in DVD?

    About a year ago, I was shopping at Best Buy, and decided to see what was new in the laptop dept. The SSD product that the sales rep demoed was very impressive. I did not like two things, however: 1) Win 8 so I am holding out for win 10, and 2) NO built in DVD. I drag enough junk on board airplanes, w/o having to add an external drive to the list.

    Thanks in advance for your reply.

    -rwm
    Jul 11, 2015. 08:16 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Markets Surge As Greece Blinks First [View article]
    darnoc-

    ..."new set of problems...." Such as wear and tear on your temporarily pristine investment.

    I've been a direct investor in small commercial properties continuously since 1970. Note I wrote "commercial." Residential? Forget it!

    -rwm
    Jul 10, 2015. 10:25 AM | 3 Likes Like |Link to Comment
  • Why Royal Dutch Shell Offers Huge Value For Income Investors Now [View article]
    js-

    Contact your broker, fast. Mine (Fidelity) is paying my dividends in cash on both "A" and "B" shares (which is the way my brokerage account is configured for all my dividend paying stocks).

    Also, US citizens should avoid "A" shares because IRS does not give full credit for the 15% Dutch withholding tax (unless your AGI is near the poverty level).

    I have a few "A" shares because I was not aware of this "IRS trap" at the time of purchase. I intend to bail out of the "A" shares when the timing is right for my needs.

    -rwm
    Jul 8, 2015. 10:23 AM | 7 Likes Like |Link to Comment
  • United Airlines flights in U.S. get grounded [View news story]
    No back up system(s)? How can United call itself an airline?

    The whole thing is scary since no doubt American and Delta have taken similar shortcuts.

    -rwm
    Jul 8, 2015. 09:37 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Greece On Verge Of Default [View article]
    gggl-

    How about 5 or 10 years?

    30 years is 1-1/2 of a generation. Way too long.

    Look at what science accomplishes in just 10 years.

    Look at all the political and societal changes that have taken place in just the past 10 years?

    (...Or the past couple of weeks due to the tragedy in South Carolina.)

    -rwm
    Jun 30, 2015. 11:18 AM | 3 Likes Like |Link to Comment
  • Looking Beyond The Obvious: Critical Thinking And Investment Decisions (Part 1) [View article]
    Dave-

    OMG! What a bleak scenario. I'll never leave my wallet on my dresser again (starting with tonight).

    -rwm
    Jun 27, 2015. 10:21 PM | 3 Likes Like |Link to Comment
  • Looking Beyond The Obvious: Critical Thinking And Investment Decisions (Part 1) [View article]
    Dave-

    I almost skipped over your article until I looked closer and saw who was the author. Most stimulating to my old brain cells and thank you.

    One of my take-aways is that no stock can be assumed to be purchased for life. Once I purchase a position, I must continue to monitor the company.

    Examples: Company "A" may have served its purpose in my portfolio for less than 2 years, then I bail. Whereas company "B" gets dumped in 7-1/2 years.

    Does the popular question: "What have you (the stock) done for me lately?" factor into the ongoing analysis?

    Finally, I'll share with you and my fellow SA readers a purchase decision where I did not "stick to my guns."

    I went into $MCD some years ago not for the food prospects, but for the immense quantity of real estate owned by the company. I continue to hold MCD only for that reason. Readers who have read some of my comments in the past know that I am very biased towards commercial real estate ownership.

    When I realized that Darden was in the same boat as MCD, did I buy? No. Now they have spun off the r/e and here I am left in the dust.

    Bottom line: Try to have faith in your research and convictions (and be sure to read everything David C writes).

    -rwm
    Jun 27, 2015. 11:37 AM | 9 Likes Like |Link to Comment
  • Wall Street Breakfast: Throw China A Life Preserver [View article]
    Blue-

    White is the presence of all of the colors? Fifty plus years out of college and I don't remember as well anymore. :)

    -rwm
    Jun 26, 2015. 10:39 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Ahold, Delhaize Confirm €26B Mega-Merger [View article]
    Deer-

    One of my lady friends (who like me is north of 60 yo) likes to brag that she has never paid more than $3k for a car; starting with her first car while she was in college.

    Could she afford a new luxury car? You bet. She is a licensed and successful architect in California, however she does a better job of managing her money than I do. :)

    -rwm
    Jun 24, 2015. 10:18 AM | 4 Likes Like |Link to Comment
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