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Big Thunder

Big Thunder
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  • The Day The Trend Changed... Or Not [View article]
    No, not very, jswap, but your trolling skills could use some work. I hope you find my reply helpful.
    Aug 1 01:39 PM | 4 Likes Like |Link to Comment
  • The Day The Trend Changed... Or Not [View article]
    Stephen, although I didn't comment on your previous 2 articles about your portfolio liquidation, I agree with those who felt that if your portfolio was causing you too much angst, you had to make a change. I also agree with those who felt that now is the time for you to make the honest self-assessment of who you are and what your investment strategy really is going to be.

    For my part, I know that a correction is a certainty at some point, but I'm not interested in the guessing game of it all. I suspect that selling nearly all of my holdings would impair my ability to SWAN more than a correction would! It's wise of you not to declare victory so soon after; I think there's risk inherent in patting yourself on the back for this action, which you seem to be well aware of. Best of luck.
    Aug 1 09:25 AM | 3 Likes Like |Link to Comment
  • Dividends Do Matter - Especially In Retirement [View article]
    "But you will."

    Ha! My thought exactly. Varan also hates to participate in yet another meaningless debate, doncha know.
    Jul 25 06:08 PM | 3 Likes Like |Link to Comment
  • Dividends Do Matter - Especially In Retirement [View article]
    "How profoundly disappointing it is to see people in this thread saying that they only want to read things that they expect to be in line with their point of view."

    I have read plenty of articles advocating a wide array of investing approaches. Now I have made a choice as to the approach I wish to follow, and I read any and every article that I expect will help me do better what I'm aiming to do.
    Jul 20 09:06 PM | 2 Likes Like |Link to Comment
  • Dividends Do Matter - Especially In Retirement [View article]
    "How many articles do you have to read to determine if something is for you or not?"

    Agreed. There is only so much time in a life.

    I would add, some apparently feel that their limited time is well spent trolling. I can't imagine making that choice.
    Jul 20 07:46 AM | 8 Likes Like |Link to Comment
  • Johnson & Johnson: A Classic Buy The Dip Opportunity Right Now [View article]
    I added modestly today. I was looking for a price below 100, but that was before they reported better than expected results and raised forward guidance. I'm still accumulating JNJ, so if it should go lower, I'll add again.
    Jul 15 01:51 PM | 4 Likes Like |Link to Comment
  • Are VYM And SDY Good Dividend Growth Investments? [View article]
    Eric, awesome pic!
    Jul 10 04:13 PM | Likes Like |Link to Comment
  • Are VYM And SDY Good Dividend Growth Investments? [View article]
    Oh, there's more than 5. :-)
    Jul 10 08:13 AM | 3 Likes Like |Link to Comment
  • Unplanned Early Retirement, Conclusion And Report Card [View article]
    Kevin, thanks for laying out your thoughts and the actions you took; I enjoyed reading about your strategy when faced with a new reality. Your experience is an important reminder that things can suddenly change.
    Jun 25 12:15 PM | 3 Likes Like |Link to Comment
  • 2 Stocks On My Watch List For A July Purchase [View article]
    I own both and am also considering adding to V. I will admit that my strategy with V involves a little hope -- that they'll eventually increase the dividend to the point where the yield is attractive. Until then, I consider it to be a growth holding rather than a div one.

    I've read too many bearish articles on IBM, about their competitiveness going forward. I'm not selling, but not adding either. I thought of them as a "brain trust" kind of company, like GLW, but are they just trying to stay relevant? I'm not sure. Recent declines in revenue and FCF, and choppiness in both over the last 10 years, are concerning.
    Jun 25 07:46 AM | 1 Like Like |Link to Comment
  • Traffic and margins dip at Walgreen [View news story]
    :-D
    Jun 24 09:31 AM | Likes Like |Link to Comment
  • Traffic and margins dip at Walgreen [View news story]
    It would be nice if someone had something to say about the actual news item. Like, how significant is a .7% drop in customer traffic? What caused that? Is it part of a trend? etc.

    SA works so much better when we put our politics aside and talk about investing.
    Jun 24 08:56 AM | 4 Likes Like |Link to Comment
  • Is The Bear About To Maul The Bull? Here's How We're Investing [View article]
    Oh, it's my pleasure Mike! Glad to be one of your followers.

    I don't know, I might think about investing too much; but if I do, it's because I'm still learning!
    Jun 19 10:52 PM | 2 Likes Like |Link to Comment
  • Is The Bear About To Maul The Bull? Here's How We're Investing [View article]
    It's a good day when Mike has published an article! Always enjoy your stuff, Mike. Thanks for opening up the discussion -- interesting to hear what other people are thinking and doing.

    As for me, I don't spend much time thinking about The Next Big One aside from making sure the basics are taken care of -- I have the emergency fund in place, our only debt is the mortgage, etc. Like you, I focus my investing dollars on high-quality companies and allow a little speculation here and there; I list my holdings in my profile. No bonds at this time. I do have a little cash accumulated for the express purpose of taking advantage of a pullback, but I have a feeling that money will get invested sooner than that. We'll see.
    Jun 19 04:11 PM | 3 Likes Like |Link to Comment
  • I Have No Fear Of A Market Crash Or A Significant Correction, Here's Why: Part 1 [View article]
    Don't worry, chowder; I'll be getting out the sheet music for our happy songs about DGI just as soon as I finish clearing out the pockets of my magic pants, preparing the audited report of my returns, paying obeisance to the dividend fairy, and dining on a free lunch.
    Jun 18 12:09 PM | 2 Likes Like |Link to Comment
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