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rickevan

rickevan
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  • Pepsi Or Coke For The Long Term? [View article]
    Good article. If I were establishing new positions in either one of your comparisons, I would just buy both ! I own VZ and T, however, when I purchased KO I did not get into PEP and should have. Although it's not possible, I wonder how the KO vs PEP challenge would have fared if you could strip away the food and snack business of PEP which is greater than half the companies revenue.
    Sep 23, 2012. 06:49 AM | 1 Like Like |Link to Comment
  • Target-Date Funds: Buyer Beware [View article]
    Good topic to write about, however, comparing SPY to a fund with only 63% domestic stocks is not quite apple to apple. I'm sure the fund results suffered mostly from the foreign stock portion. Good product and going with a Vanguard fund makes the most sense.
    Sep 22, 2012. 06:57 PM | 1 Like Like |Link to Comment
  • Dividend Growth Investing And Foreign Companies [View article]
    Excellent article. I have done a lot of reading lately on the subject of endowment investing. I equate this to my Roth IRA. While the allocations vary, there is always a % of the equity holdings allocated to "foreign" stocks. It appears that the endowment is willing to give up the foreign tax withheld for the diversification benefits. Do you feel that the rule about holding foreign stocks in a taxable account, in order to recover the tax, is outdated and that the diversification benefit to the IRA exceeds any withheld taxes which will not be recovered ?
    Sep 22, 2012. 05:47 PM | Likes Like |Link to Comment
  • How Much Is Philip Morris Worth? [View article]
    May I suggest selling calls against the shares you want to sell @ 110. If that's your number you might as well take in the extra cash.
    Sep 22, 2012. 07:26 AM | Likes Like |Link to Comment
  • Microsoft's Disappointing Dividend Boost Doesn't Divert From Poor Capital Allocation [View article]
    The Company's tax handling of the foreign cash is tax avoidance, NOT tax evasion. One is legal the latter is not. The tax code is a mess which forces companies and individuals do everything legally possible to avoid and/or defer tax obligations. As a MSFT shareholder I support their tax planning and I believe that if Companies just repatriated the cash for the sake of it and paid 35% tax they would be subject to shareholder lawsuits, and would probably lose.
    Sep 22, 2012. 07:05 AM | Likes Like |Link to Comment
  • Toddling Toward The Goal: These Are A Few Of My Favorite Things [View article]
    Thank you for sharing your personal story with the readers. I had a close personal relationship with my grandparents and I'm sure that you will have the same. They are gone now, however, the memories last forever ! I hope that you experience the same thing. Best of luck.
    Sep 20, 2012. 01:12 PM | 2 Likes Like |Link to Comment
  • Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? [View article]
    Another excellent article. I think MPT is much more relevant in the early investing years with a transition to DGI approx 5 years before expected retirement. After that, if your portfolio throws off the necessary income needed to live without touching the principal than enjoy and congratulations. If not, modify as necessary and always monitor.
    Sep 20, 2012. 12:59 PM | Likes Like |Link to Comment
  • Re-Evaluating Your Minimum Dividend Yield Requirement [View article]
    Excellent article. Just curious, what was the MCD worth after the 10years and 10Kninitial investment ?
    Sep 16, 2012. 07:42 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: Buy Any Dips In Dividend Winning Stocks [View article]
    I agree 100%. Taxes are almost never mention. For most people it is substantial, especially as a NYS resident if you are selling in a
    Non-retirement account. In general, I feel that a normal correction is cheaper than the tax.
    Sep 16, 2012. 07:24 AM | Likes Like |Link to Comment
  • Philip Morris: Strong Dividends Set To Continue [View article]
    See a put with a 70 strike. More than likely you will keep the premium rather than get the shares ! I've sold puts with a strike as high as 80, at least I kept the premium.
    Sep 16, 2012. 07:05 AM | Likes Like |Link to Comment
  • A Bullish Case For Boeing [View article]
    Good article. I have been long BA for a few years now. Do you know what the impact to the Company is if all spending cuts to defense occur as scheduled on Jan 1, 2013 ?
    Sep 15, 2012. 10:02 AM | 1 Like Like |Link to Comment
  • Don't Be The Equivalent Of A Stock Market Racist [View article]
    Once again, an excellent article. Well thought out and presented beautifully with the aid of your graphs. I agree with a prior commenter that the title doesn't do the article justice.
    Sep 15, 2012. 07:29 AM | 2 Likes Like |Link to Comment
  • Microsoft Vs. Intel For Your IRA [View article]
    I found this article much less informative than most of your others. Also, INTC annual dividend is .90 not.84.
    Sep 15, 2012. 06:43 AM | Likes Like |Link to Comment
  • 9.9% BreitBurn Dividend Yield Is A 'Must Buy' [View article]
    Thanks for the feedback. I'm thinking of buying back the 80's, taking the hit and selling the 85's. I don't need the cash or really want to lose the position. Any thoughts ?
    Sep 10, 2012. 04:45 PM | Likes Like |Link to Comment
  • 9.9% BreitBurn Dividend Yield Is A 'Must Buy' [View article]
    Hi Todd. Another good and relevant article for me to act upon since I'm sure that my MMP will be leaving my portfolio @ $ 80 in Jan after my moronic sale of calls for a buck !
    Sep 10, 2012. 04:14 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,091 Comments
1,529 Likes