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berylrb

berylrb
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  • Scanning The SA Family For Alpha: Daskapital1000 [View article]
    Hi RS, I'm a 5 out of 5 "I", I will retire early after 25 straight years of investing, I'm a late starter compared to many on SA.

    However, I'm finishing a recent transition to Income as an investor, although I've always had a few Dividend Income stocks, I was very open to Growth stocks. I still hold SCTY, AAPL, TSLA, and BRK.B. In fact I started with BRK.B and VNQ (a REIT). Some of my DGI stocks were entered into for Growth reasons, for instance DIS and WFC, since the initial purchase my reason to hold has changed but I bought DIS several times on dips way back when Disney acquired the Lucas Films franchise for growth purposes not for income.

    Now at 55 I've divested of most of my other Growth stocks and I can retire early.

    I am not sure if your Growth list is average I've never held AMZN or FB nor would. I understand some of the commenters points about TSLA but the "no profit" of AMZN is IMHO not comparable to that of TSLA. Tesla is about heavy reinvestment, reinvestment in infrastructure (gigafactory and superchargers) and future battery science. It would appear that one may loathe the business practices of Tesla, but it seems like context of the balance sheet should matter.
    Jun 20, 2015. 02:54 PM | 1 Like Like |Link to Comment
  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    Right on rebecca21! I use Apple Pay whenever it's presented and it can't be presented at a table in a restaurant unless each waiter has some handheld device, so unless, Cliff has one of those diners where customers pay at the register I would not as a customer ask for Apple Pay either!
    Jun 1, 2015. 12:56 AM | Likes Like |Link to Comment
  • 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 Appleā€™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
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