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berylrb

berylrb
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  • Why Is It So Difficult To Keep Investing Simple? [View article]
    Hey Humble Eagles, you know what I've found is that the correction after a big crash does seem to occur rather quickly for the Aristocrats. I've seen at least four "crashes" since 1996, the worst recovery for me was the first one, I panicked! took two years but staying the course, given a good foundational portfolio, does seem to always produce results over time.

    Totally agree, "Getting out before big selloffs is brilliant. The problem is that few, if any, can do this consistently."
    Apr 4, 2015. 11:27 PM | 3 Likes Like |Link to Comment
  • Four Reasons Why Apple Pay Is Going To Win [View article]
    thanks for the laugh gensearch2, carry on ...
    Apr 4, 2015. 05:17 PM | 1 Like Like |Link to Comment
  • Tesla Motors delivers 10K vehicles in Q1 [View news story]
    Yes the real story is y to y!
    Apr 3, 2015. 12:11 PM | 3 Likes Like |Link to Comment
  • Tesla Motors delivers 10K vehicles in Q1 [View news story]
    Great explanation, combine your thoughts re 3rd month with the timing of the P85D and any perceived downtrend could very well be customers holding out for the P85D. Indeed Silicon Valley end of March seems to be just that, nothing but P85Ds.
    Apr 3, 2015. 12:03 PM | 5 Likes Like |Link to Comment
  • Cowen survey: Android-to-iPhone defections growing [View news story]
    with a billion some odd apps widgets for a smartphone are ... er ... redundant.

    widgets in general are mere one off type of mini-apps, say a simple calculator, the old calendar and clock, they "apply" on top of the iOS, so the Yahoo stock app would be a more complex widget, but the new Yahoo stock is deep ... think of the Apple dashboard widgets (F12 or five-finger swipe on your laptop).

    So in that sense User 8442061 is really out of touch, thinking that Apple still hasn't got widgets. Apple has had iPhone widgets since 2007 - the original. It's just that in the world of smartphones there just ain't much difference between a mini-app and a "full"-app.

    The beauty of widgets was the idea of running a mini-app without minimizing other apps, but again, wasn't that like iOS4?
    Mar 30, 2015. 03:48 PM | Likes Like |Link to Comment
  • Cowen survey: Android-to-iPhone defections growing [View news story]
    @arniew, so did I: sold in 2013 to regain my initial investment, then sold some more in 2014 on the way back down from what was it $280, sold everything around around $260, and I have been nibbling since it settled into a $185-$215 pattern. After hours Friday was flat, so I believe monday will start to move back up ...
    Mar 29, 2015. 09:14 PM | 2 Likes Like |Link to Comment
  • A Day In The Life [View article]
    @tstreet,

    I wonder if the more complete answer is that income is the only thing that matters until the stock stops increasing its dividend. I know one rule of thumb is 25 years of increasing dividend (I believe that plus inclusion in the S&P500 is the definition of a dividend aristocrat).

    Well if a DGI portfolio stock misses an increase, would one keep it in their portfolio? Won't a miss signal and end to increasing income? What other factors are in play when a miss occurs? Value may very well be questionable, hmmm ...
    Mar 29, 2015. 08:52 PM | Likes Like |Link to Comment
  • A Day In The Life [View article]
    Hi Regarded Solution, you said 19% increase in your income, just a couple of questions, so that I can learn from your Dividend approach:
    1) From what starting point was the growth in income, I assume you just mean YTD right?
    2) What about total return? I know you are only concerned about income, so this has nothing to do with criticism more just wondering because I normally consider the S&P 500 what to beat, which is YTD @ 2.55%, if this is a prudent rule of thumb for an investor wouldn't a better comparison be total return since an S&P index fund includes dividend reinvestment, right?!

    I am moving towards a version of an Aristocrat or even your Frothy strategy over the next five years, I plan on retiring early with a strong portfolio built over the last 26 years. I plan on splitting 1/2 of my portfolio to live on the income and withdrawals over 25 years, and the other half to let it ride for my son and charity. I sold most of my growth stocks and reallocated 403's to mostly dividend and 500 index stocks starting this past December (2014), although I kept AAPL, SCTY and TSLA, all bought from taking profits and reinvesting at 52 week lows repeatedly.
    Everything else in my portfolio are Aristocrats with the exception of HCP and VNQ, 3%+ yields.

    I bought JNJ, IBM, MCD, CVX and CAT several times since October 2014, adding to 4 other Aristocrats I already owned, and this with profits from TSLA, but they honestly are generating only cash right now. I maybe breaking even on the latter 5 YTD, excluding cash dividends. My total portfolio return YTD is 3.7% and my dividend cash has grown at least 13% YTD, I didn't include AAPL.

    So even though I get your concern with cash, I kind of like the idea of checking my progress with the S&P 500.
    Mar 28, 2015. 11:59 PM | 1 Like Like |Link to Comment
  • Cowen survey: Android-to-iPhone defections growing [View news story]
    I thought of that too ArnieW, but honestly, I'd rather wait for the next surge in TSLA and buy a Model X! But alas, I might just have to get another Prius.
    Mar 23, 2015. 08:57 PM | 3 Likes Like |Link to Comment
  • Cowen survey: Android-to-iPhone defections growing [View news story]
    @ K Mill, right on, that's because nobody is standing outside Windows stores or Samsung stores, ... wait where are the Samsung stores?
    Mar 23, 2015. 08:52 PM | 4 Likes Like |Link to Comment
  • WSJ: Apple talking Web TV service for fall launch [View news story]
    Right on Phil!

    My ISP is Comcast.net 13ms pin, 60Mbps up, 7Mbps down, I'm not sure who I'd go to, but these talks are a nice development for end users and for AAPL investors.
    Mar 17, 2015. 01:48 AM | 2 Likes Like |Link to Comment
  • WSJ: Apple talking Web TV service for fall launch [View news story]
    Yup, Michael, the 25 channels is just the start add say 2-3 rentals from iTunes = $9-12, add Netflix for reruns ($0), and the must have this season episodes from iTunes = ...
    Mar 17, 2015. 01:41 AM | Likes Like |Link to Comment
  • WSJ: Apple talking Web TV service for fall launch [View news story]
    @ mikie, beg to differ there buddy, "One which one may save a few dollars a month after purchasing their hardware. I'll skip it. There's nothing new here."

    There's no hardware rental or whatever Comcast calls it. One purchase - a little black box called Apple TV, that's it = $100

    I just wrote a check to my "basic" cable service at $115/month! Let's see $115 or $35, even adding Netflix this is a no-brainer for the right 25 channel combo.
    Mar 17, 2015. 01:38 AM | 4 Likes Like |Link to Comment
  • Apple sends out invites for March 9 event [View news story]
    snow white on ... Apple buys Disney! LOL
    Feb 26, 2015. 01:03 PM | 3 Likes Like |Link to Comment
  • WSJ: Apple car project is for real, and it's a minivan [View news story]
    I'm quite sure the alleged "Titan" minivan is merely a test vehicle for the technology. This is quite common in silicon valley, for the last year or so actually there has been vans and SUVs with the same white attachement to the full roof simulating something. At first I assumed it was Tesla simulating autonomous drive technology, but there's no reason why it couldn't be Apple.

    Similarly there are vans rolling around all the time with laptops, several monitors and racks of what I can only assume are computers and "radar" on the roof with 4-5 technicians inside doing only God knows what.

    My point is it is quite common to see on any given day "Titan" vehicles with all sorts of cameras and odd testing equipment on the roofs in Santa Clara ... er ... Silicon Valley.

    BTW, I am a hyper commuter with a 112 mile daily commute on and off the freeways, so I've pretty much seen it all in the valley.
    Feb 13, 2015. 09:25 PM | 4 Likes Like |Link to Comment
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