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berylrb

berylrb
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  • Apple And Icahn: Pillars Of Growth [View article]
    Doesn't explain all of the hires e.g., drive trains ...
    May 29, 2015. 02:46 PM | Likes Like |Link to Comment
  • Apple And Icahn: Pillars Of Growth [View article]
    For most of the worlds drivers the only charging station needed is their garage!
    May 29, 2015. 02:43 PM | Likes Like |Link to Comment
  • Apple And Icahn: Pillars Of Growth [View article]
    Can't compare the two, Apple is looking at building a new disruptive technology, GM went bust off of the old world order - ICE autos, heavily dependent upon the dealer network. Apple has the capacity to do something truly disruptive w battery powered drivetrains, two different paradigms. And consider their capacity to make Porsche like margins. Ouch!
    May 29, 2015. 02:31 PM | Likes Like |Link to Comment
  • Ive named Apple's Chief Design Officer; others taking over managerial work [View news story]
    Thanks Frank, that is significant. does your source say whether its a car or car systems, etc.?
    May 26, 2015. 11:26 AM | 1 Like Like |Link to Comment
  • Ive named Apple's Chief Design Officer; others taking over managerial work [View news story]
    Ah ... from the article ... "Among those other tasks, Ive says, is a focus on the design of Apple’s retail stores and new campus [including furnishings]."

    There you go, Ive gets to move into his sweet spot of interest!
    May 25, 2015. 07:59 PM | 1 Like Like |Link to Comment
  • Ive named Apple's Chief Design Officer; others taking over managerial work [View news story]
    I wonder if this puts him on the board as an "officer"?!
    May 25, 2015. 07:54 PM | 5 Likes Like |Link to Comment
  • Ive named Apple's Chief Design Officer; others taking over managerial work [View news story]
    However, if boredom is the reason, handing over day to day management seems to open the gate to even more boredom!
    May 25, 2015. 07:53 PM | 1 Like Like |Link to Comment
  • Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q1 2015 Update [View article]
    Too small a window look at the 2yr window, Brk.b is almost an inversion of S&P500, but they trend in the long term the same. I'd say May and June will be buying opportunities then another prolonged upward tick, see the averages.
    May 17, 2015. 10:59 PM | Likes Like |Link to Comment
  • Apple Stock: Affirming My $140 Target By The End Of May [View article]
    Wow Benjamin, just wow! From time to time commenters say pretty much exactly what you say, they get several comments negating what they said, many to the tune of 30+ likes, but the OP never makes any counter points.

    Please Benjamin, break the mold of the past and post a salient counter-argument!
    May 10, 2015. 09:32 PM | 2 Likes Like |Link to Comment
  • A Big Bite Of The Apple? [View article]
    I'm at 40%, I've sold off, and bought back in twice. Haven't found anything better that I understand!
    May 4, 2015. 08:34 PM | 4 Likes Like |Link to Comment
  • Dividend Contenders: April 2015 Picks [View instapost]
    I use a similar screen but instead of your EPS screens I use PEG of under 2 and I try to wait until the stock is 10% or more under 52 week high "buy great stock cheap price".

    Recent purchases CAT and IBM several buys of each since around 11/2014. I'm still holding INTC although I sort of loosely hold to a sell a dividend champion if it decreases the dividend.
    Apr 16, 2015. 04:01 PM | Likes Like |Link to Comment
  • Cantor's March Apple checks strong; over 1K Watch apps submitted [View news story]
    1,000 in four days, any comparisons to give that some perspective?
    Apr 7, 2015. 11:18 AM | Likes Like |Link to Comment
  • Why Is It So Difficult To Keep Investing Simple? [View article]
    @pktsap, am I missing something? you know the DGI stocks still have the capacity to grow, so a DGI investor is not only receiving monthly income via dividends, but also capital appreciation via stock growth. It's only April still 8+ months to go to make 6%+
    Apr 5, 2015. 11:07 PM | 3 Likes Like |Link to Comment
  • Why Is It So Difficult To Keep Investing Simple? [View article]
    @aexcorp, you wrote, "Scottrade charges $7 per trade. To beat the 0.10% fee you get on some of the ETFs I've listed, you'd have to buy each time for more than $7,000 of a given stock..."

    I would dare to say that many of RS's followers like myself are doing exactly that buying (rebalancing or reallocating) each time more than $7,000 of a given stock. Many are retired or semi-retired and portfolios are in excess of $140,000 (20 stocks @ $7,000 or 4-6% of the portfolio per stock), so cost of trades are not an issue.

    DGI is simple, reproducible and I just don't see any disadvantage over an ETF at the numbers I'm working with; and I do have an ETF, two actually, in my 403B that I can't self manage – S&P and Dividend Growth.
    Apr 4, 2015. 11:46 PM | 4 Likes Like |Link to Comment
  • Why Is It So Difficult To Keep Investing Simple? [View article]
    @Income Yield, well aren't there several rules of thumb that are quite simple?

    Say, below 52-week high, or below 60% payout. One can still have the simple approach that RS espouses and still have an entry point based on x, y and z to determine relative cheapness and or advantage. For instance, isn't the fact that a company has increased its dividends for 26 years akin to an advantage?
    Apr 4, 2015. 11:32 PM | 5 Likes Like |Link to Comment
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