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Devlin McGregor

Devlin McGregor
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  • Human Innovation Is Winning The Race Against Scarce Resources [View article]
    California drought. When the Fed or private sector can start printing water at will let me know.
    Apr 18, 2015. 07:54 AM | 1 Like Like |Link to Comment
  • Mr. Valuation Disagrees With Henry Blodget: 'It's A Market Of Stocks' Is Not A Meaningless Phrase [View article]
    Keep life simple, broad market returns, proper allocations, minimal volatility. Cliches #17-20. Nothing wrong with it. We all have to invest by certain set of decisions or principles - even if we think we are not. Of course it's just people who invest individual stocks that are guilty of this behavior. Index investors you're good - no cliches or bias there.
    Apr 17, 2015. 01:19 AM | 7 Likes Like |Link to Comment
  • Bullard: Boom times ahead [View news story]
    I didn't know he had fans.
    Apr 15, 2015. 01:19 PM | 2 Likes Like |Link to Comment
  • Barron's: Whether crude moves up or down, best to avoid big oils [View news story]
    I was wondering when I could go all on the majors. Thanks Barron's for the contrary indicator. Actually my plan is to keep accumulating a little bit every month over time, but I am buying double what I normally purchase.
    Feb 14, 2015. 09:35 AM | 3 Likes Like |Link to Comment
  • Retirement Strategy: Funding Your Retirement Portfolio Now To Increase Income Quickly [View article]
    Really good articles lately RS. Appreciate your work. It took me some time to figure this principle out, but I am a big believer in it now. A "fair price" early on will generally beat a "great bargain" down the road. However, if they occur at the same time a "great bargain" almost always wins. So I'm always on the lookout for undervalued dividend stocks first and foremost (hat tip to your article on oil majors), but there are times when you just have to settle for a pretty good price knowing 15-30 years down the road it will look like a "great bargain" even if it may not have felt that way at the time. I do generally keep about 10% in cash for bargain hunting. Keep up the good work. 

    Jan 8, 2015. 09:51 PM | 5 Likes Like |Link to Comment
  • Recent Sale: American Realty Capital Properties [View article]
    I think DM deserves a lot of credit in this article on multiple fronts. I appreciate his very frank honesty. It's not easy thing revisiting an investment that didn't go as planned much less do it publicly in an article. His analysis of whether to hold or sell isn't based on panic or emotion but very comprehensive, logical analysis. Best of all DM will just keep moving on as ARCP was a small piece of large and well diversified Freedom Fund he has created. At some point the odds say we will all be here with one or more of our positions, and I hope I can stay as logical and level-headed as DM with ARCP.
    Dec 17, 2014. 09:47 PM | 9 Likes Like |Link to Comment
  • I Am Retiring And A DG Portfolio May Not Provide Enough Income. [View article]
    I don't know Dale why don't you tell us. So far your facts have been "spot on?".
    Oct 31, 2014. 01:05 AM | 1 Like Like |Link to Comment
  • I Am Retiring And A DG Portfolio May Not Provide Enough Income. [View article]
    Thanks giorgiolb. Was about to write the same thing.

    Ultrabase I think your giving these funds too much credit. You can beat them - particularly long term. They vast majority are slow, run by large committees, employ follow the herd and just match the index mentality. They are average to below average. I want better than that.
    Oct 31, 2014. 01:00 AM | 3 Likes Like |Link to Comment
  • Obama appoints Ebola czar [View news story]
    I certainly concur with some of the concerns raised in this Breaking News item, but in my opinion an article is a better place for this type of thing. If this is the direction breaking news is heading I'll be leaving SA. I just want the facts - not political commentary. I have no interest in SA Fox News or SA MSNBC News.
    Oct 17, 2014. 06:35 PM | 3 Likes Like |Link to Comment
  • Chevron Was A Direct Beneficiary Of FOMC Policy [View article]
    It should be pretty obvious from this site that not everyone here trades on technical analysis but appreciate you trying to save us from the Chevronapocalypse. Happily long Chevron and buying a sizable position throughout the year.
    Oct 8, 2014. 10:00 PM | 12 Likes Like |Link to Comment
  • McDonald's: What To Do About A Stagnating Long Position [View article]
    Why not just buy Panera out right? I've been thinking this lately. I'd like to see McDonald's diversify away from itself - more of a Yum Brands model. Also wish they had held onto stake in Chipotle and bought them as well. I'm still holding on though and have no plans to sell.
    Sep 22, 2014. 11:32 PM | 1 Like Like |Link to Comment
  • Philip Morris: 2014 Dividend Increase [View article]
    Nice article and love the last line - good advice with all the classic DGI stocks but particularly with PM and MO.
    Sep 10, 2014. 01:18 PM | 1 Like Like |Link to Comment
  • Valuation Shortcuts For McDonald's [View article]
    Eli - Awesome article. I'm going to reread multiple times which is about the highest praise I can give. It looks like we use a lot of the same forward looking data, but I learned quite a bit. I didn't know about the first equation (Payout ratio = P/E ratio * Dividend Yield) so this has given me something entirely new to think about when it comes to analyzing stocks. I also went back and reread your article on Ben Graham and dividend champions - again very thought provoking.

    I think a great follow-up article (if you're interested) would be to use this analysis on a few dividend stocks that you think are undervalued and overvalued. When you talk about the "premium" that dividend champions mathematically command under this equation - my next question is how do you determine when the premium paid is too much or overvalued. Thanks again. Keep up the good work.
    Aug 27, 2014. 05:51 PM | 7 Likes Like |Link to Comment
  • The ABCs And XYZs Of Dividend Investing [View article]
    RDI - Thanks. I think this is one of your best. Very illuminating.
    Aug 21, 2014. 09:28 PM | 2 Likes Like |Link to Comment
  • Amazon's unit growth slips again; delivery network in test mode [View news story]
    Please help with this ratio on the SWITCH into AAPL.

    I think out of everything you wrote this is probably your most compelling argument for making this trade. 
    Apr 25, 2014. 01:21 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
114 Comments
344 Likes