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  • Retirement Income: Portfolio Design For Maximum Current Income [View article]
    Very well done posting--thanks for sharing your portfolio.
    I own over half of stocks you listed, but I have a lot more than 20 names. I'm not quite fully invested and am having a hard time finding good values. I'll look carefully at the ones you are still buying.
    Mar 27 09:34 AM | Likes Like |Link to Comment
  • It's March Madness: Nothing But Net For This Cinderella REIT [View article]
    I'm long LXP.
    Great report! LXP has a niche that's working.
    Mar 25 09:58 AM | Likes Like |Link to Comment
  • Your Bond Allocation For 2013: It's Time To Lower Your Risk [View article]
    Agree that we should be careful. But sometimes the FED changes its mind or circumstances change. Hitting the peak of bond prices is just as impossible as predicting the bottom of stock prices. Changing allocations is very reasonable, in my view.
    Mar 20 09:42 AM | 1 Like Like |Link to Comment
  • Your Bond Allocation For 2013: It's Time To Lower Your Risk [View article]
    Maybe this view will help. Most bond funds have a niche--intermediate investment grade corporate bonds for example. In addition,
    these funds generally keep their durations within a small band. A fund may have a duration of five years today; five years from now it will still have a duration of five years as it trades its portfolio to stay within its niche. If you do the same thing with your portfolio of individual bonds, your portfolio will perform in line with the bond fund. What Bob Johnson is suggesting, and what I have done over the past year, is to lower your exposure to bonds and to shorten your portfolio's duration, which is another way to lower exposure to bonds.
    Mar 20 09:34 AM | 1 Like Like |Link to Comment
  • The Market Is Advancing: Is It Time To Sell? [View article]
    Great posting.
    Generally, my sense of when to sell is simply when the investment no longer meets my minimum return expectations. I take into account the after-tax proceeds if it's in a taxable account. In addition, if the investment has appreciated such that it now exceed my concentration limit, which is now 5%.
    Mar 16 11:26 AM | 1 Like Like |Link to Comment
  • AT&T: Setting The Record Straight On This 5% Yielder [View article]
    Nice work. Thanks.
    Your points are correct, in my view. Cash flow after maintenance cap-ex is most important.
    I'm long T, VZ, BCE, TU, TLSYY and RCI.
    Mar 16 10:24 AM | Likes Like |Link to Comment
  • 5 Reasons We Stink As Investors [View article]
    Thank you for a useful posting.
    Mar 15 09:47 AM | Likes Like |Link to Comment
  • Forecasting Future Earnings Is The Key To Successful Stock Investing: Analyst Estimates Are A Starting Point [View article]
    Excellent article. Thank you.
    Of course analysts' estimates of EPS beyond the current and next quarter will almost always be wrong. The companies don't know what they are going to make in 2014--how can they? Knowing that we can use analysts' estimates and company guidance as just that-guidance. The trend, the order of magnitude, recent changes, etc. all help us get a sense of what is likely. And then we diversify.
    Mar 15 09:43 AM | 1 Like Like |Link to Comment
  • 33 Favorite Equity Income Stocks Of 6 Top Actively Managed Rated Equity Income Funds [View article]
    Very nice piece--thank you.
    Mar 10 10:54 AM | 1 Like Like |Link to Comment
  • 2 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market [View article]
    I'm long JPM. The current dividend pay-out ratio is just 22% on 2013's estimated EPS of $5.50. The dividend could easily be doubled in four or five years to $2.40 per share
    Mar 10 10:33 AM | 1 Like Like |Link to Comment
  • Phillips 66 Catalysts Include Dividend Growth And MLP Spin-Off [View article]
    Excellent work--thank you.
    I'm long PSX from the spin-off.
    Mar 10 10:18 AM | 4 Likes Like |Link to Comment
  • Are High Yield Bank Loans Better Than High Yield Bonds? [View article]
    Interesting posting. Thanks.
    I'm increasingly concerned that interest rates will one day this year move up suddenly and sharply. I've got a bank loan fund, SAMBX, and am going to look carefully at HYS and SJNK.
    Mar 9 05:58 PM | Likes Like |Link to Comment
  • Analyzing Earnings Estimates For The Dow Jones Industrials Average At Its Record High [View article]
    Very nice work.
    Mar 6 11:41 AM | 1 Like Like |Link to Comment
  • The S&P 500 Is Trading For 17.9x Last Year's Earnings, Not 13.7x Next Year's Earnings [View article]
    Trailing earning are important for perspective, but not for buying or selling, in my opinion. Future earnings, revenue, dividends, etc. are what we buy and sell. Analysts almost always overestimate earnings and later revise their estimates downward.
    Mar 6 10:24 AM | 1 Like Like |Link to Comment
  • Why REIT Dividends Are Not A Mirage [View article]
    Very well said.
    Mar 6 09:35 AM | 2 Likes Like |Link to Comment