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erics99

erics99
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  • Why I Turned My Back On Jim Cramer [View article]
    I do not for the life of me understand this article and why it was published. And these guys get paid to write this kind of stuff? Why would this not be a blog entry as it's just filled with random musings with nothing of substance.
    May 22 01:34 PM | Likes Like |Link to Comment
  • Troubles At P&G, Kimberly-Clark: Baby Shortage, Or Diaper Glut? [View article]
    Perhaps I misread part of your post, and I now see you basically say hold some consumer dis., industrials, tech., in addition to the more defensive names, which make sense. I thought you were advising to simply skip out on the defensive/staples due to him being a younger man (if that's the case).

    I would be very carfeful in selecting growth stocks from such industries such as discretionary and tech unless they have good earnings visibility with decent moat etc. Unless of course you are dedicating portion of your portfolio for pure growth/speculation, in which case you might be better off with some find of ETF, such as RFG. I do agree there are some great industrial companies that offer both growth and dividends. A great way to gain some beta and to match up with the staples and select healthcare companies.

    One last comment on the Staples. Take a look at the chart below, it charts Fidelity Select Consumer Staples mutual fund dating back to the mid 1980s. It shows outstanding total return, despite it being a mutual fund with all associated expenses. As I said earlier, another great fund would be KXI, a global staples ETF. A great way to gain some exposure to the growing consumers of the emerging markets.

    http://bit.ly/IM0P7R
    Apr 29 05:17 PM | Likes Like |Link to Comment
  • Troubles At P&G, Kimberly-Clark: Baby Shortage, Or Diaper Glut? [View article]
    Another good article on consumer staples:

    http://bit.ly/IjjR4b
    Apr 29 02:13 PM | 1 Like Like |Link to Comment
  • Troubles At P&G, Kimberly-Clark: Baby Shortage, Or Diaper Glut? [View article]
    Rich, I have to take issue with your advice. You may or may not be aware, but it has been shown that consumer staple stocks have been a top performer over the long term (wish I could say how long, I'm not sure of the time frame). It really comes as no surprise, given the characteristics of them. However, to tell a young person to avoid them and favor some consumer discretionary stocks seems a bit foolish. They would be better off investing in an index than picking discretionary stocks and other cyclical type stocks. Consumer staple stocks should be an important anchor in anyone's stock portfolio, in my judgement. But that doesn't have to mean just P&G and Coke. Lots of other better investments out there (espeically better than P&G). Two great funds to check out if one wants to go that route is KXI, or FDFAX.

    (http://bit.ly/KknPHu)
    Apr 29 11:48 AM | Likes Like |Link to Comment
  • 4 Emerging Markets ETFs To Avoid [View article]
    You sir are a joke. You say avoid EIDO and IDX because of some stupid Bloomberg reference, but a month later you say jump into the two ETFs. Ever heard of buying low?
    Apr 3 11:19 AM | Likes Like |Link to Comment
  • Look To Mid Caps For Market-Beating Returns [View article]
    Dale,

    Fidelity offers that same RFG ETF as a mutual fund and it has no transaction fee. The symbol is RYMGX. However, the expense ratio is very steep at around 1.45%, so it would only make sense to buy this if you hold a low dollar amount but want to frequently add to it commission free.
    Mar 7 06:44 PM | Likes Like |Link to Comment
  • Becton, Dickinson: Dividend Stock Analysis [View article]
    Today, Becton Dickinson raised its dividend 10%, to .45/share quarterly.
    Nov 22 06:39 PM | 1 Like Like |Link to Comment
  • Ventas: A Solid Dividend Play For The Next 20 Years [View article]
    The current dividend yield is not 3.42% Do a little research and you'll find it's closer to 4.5.
    Nov 20 08:52 PM | Likes Like |Link to Comment
  • 6 Best Stocks In Joel Greenblatt's Portfolio For Dividend Income [View article]
    The point of this author is to get as many articles out and as many page views as possible. It's all about the $$$. That is what is ruining SA.
    Nov 2 09:37 PM | 2 Likes Like |Link to Comment
  • Xerox: A Stock To Buy And Hold Forever [View article]
    I didn't realize this author could get any more annoying. Readers, BEWARE.
    Oct 30 12:42 AM | 1 Like Like |Link to Comment
  • Is A Bird In Hand Better Than Dividends In The Bush? [View article]
    Robert, good point on the odds of your dividend amounts increasing every year is far better odds than stock prices rising. With that being said, sector diversification and a 20-30 stock portfolio is an excellent way to achieve that, in my opinion. If one has an above mentioned portfolio (with legit div. growth stocks), and the OVERALL portfolio's dividend rate did not increase in any given year or two, just imagine how badly the typical "growth" fund or even the S&P would be down, in PRICE. My bets are that the portfolio of div stocks would hold up better in price, even ignoring the income they produce (and reinvestment of shares).
    Oct 22 04:11 PM | 2 Likes Like |Link to Comment
  • The Dumb Dividend Idea [View article]
    It is my hope that sometime, maybe by next spring, the real authors on this site that post worth while articles in regards to dividends and investing for income will have a more private, carefully selected website to post articles. Then we could do away with having to come to SA. This website is going down hill, fast. I am disgusted by some of the articles posted on here on a daily basis. For example, a few days ago, some author named "Vatalyst" posted 2 articles in ONE day, one of which recommended to buy Styrker, and the other said to sell it. Of course an email to the editors of this site got no response. It is quite clear what is happening on this site. While there are a few great contributors (we all know who they are), a lot of people are only concerned about pumping out article after article so they can line their pockets.
    Sep 27 10:35 PM | 7 Likes Like |Link to Comment
  • The Dumb Dividend Idea [View article]
    That was 1.5 minutes of my life I will never get back.
    Sep 26 05:16 PM | 25 Likes Like |Link to Comment
  • 10 Overvalued Real Estate Stocks Trying To Turn Around With Top Line Growth [View article]
    What a terrible article. You don't measure REITs by using P/Es. Ever heard of FFO? Please stop writing articles in reference to REITs.
    Sep 25 09:31 PM | Likes Like |Link to Comment
  • Dividends Plus Growth Equals 'The Best of Both Worlds' [View article]
    Hmm....had a bit of a pullback today..
    Sep 21 10:05 PM | Likes Like |Link to Comment
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