Seeking Alpha

RDB114

RDB114
Send Message
View as an RSS Feed
View RDB114's Comments BY TICKER:
Latest  |  Highest rated
  • Every Dividend Income Investor Should Own Apple Now [View article]
    I bought AAPL at $400 because it was a value stock. While the dividend is nice, i like dividend increases more. Besides the increasing cash payments with increases in the dividend, an increasing dividend is a signal by management that the company is on the right track.
    Apr 28 03:38 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Can A Portfolio Of ETFs Outperform A Portfolio Of Individual Stocks? [View article]
    Saying you don't like ETFs or Mutual Funds is like saying you don't like hammers. ETFs and Mutual Funds are tools that work when needed but are not need for every job. 30 years ago when I first put small amounts of money in retirement accounts, I used mutual funds for professional management and diversification. In fact, in my 403b plan I was restricted to funds by law. And now thirty years and one MBA later, and having most of my funds in self selected stocks, I still use funds for foreign investing and diversification in difficult to analyze sectors. Yes I don't need a hammer for every job, but I am glad I invested in Biotech with FBIOX and IBB last year.
    Mar 13 11:39 AM | 1 Like Like |Link to Comment
  • Why You Need To Ignore 52-Week Lows [View article]
    Stocks are not independent variables. Often you will find that many stocks hitting new highs or new lows are in the same industry and being subjected to the same economic cycle Popularity or momentum often is a measure of past results not future prospects. New highs and lows are just one imperfect measure of 'greed and fear'. Buying fear created value and selling greed expanded multiples is an important part of contrarian based value investing.

    Before the internet, search software, cash flow and revenue information in a moment, I often started my searches with the stocks on the new low list.
    Jan 23 10:05 AM | Likes Like |Link to Comment
  • The Tipping Point Of Dividend Investing [View article]
    This article shows the importance of saving and investing with dividends. There are a few points that should also be considered further. 1) Retirement accounts are better for dividend payments because taxes on the payments are deferred or grow without tax in a Roth. 2) Time is the most important variable to grow wealth using dividends. 3) And over time, companies that increase their dividends are better than those with the largest starting dividend.
    Jan 21 03:15 PM | Likes Like |Link to Comment
  • EMC Is A High Growth And Undervalued Market Leader With 25% Upside [View article]
    IMO, you can't just raise the multiplier from the industry average to 15x to find value. If the prospects for EMC are good, it should be reflected in increases in cash flow or earnings. Sorry for being an old fashion value investor (who does own EMC).
    Nov 14 09:22 AM | 1 Like Like |Link to Comment
  • Buy Micron On The Pullback? [View article]
    Gee, I love this analysis. Making buy and sell decisions based upon the numbers rather than emotions is the best approach.
    Oct 14 11:04 AM | Likes Like |Link to Comment
  • Jabil Circuit: This Apple Supplier Is Too Cheap To Ignore At $18 [View article]
    9/10/13; JBL hits $24+ per share....nice call.
    Sep 10 02:49 PM | 1 Like Like |Link to Comment
  • Ford Earnings Preview: Strong North America, Weak Europe - Whither Margins ? [View article]
    Thank you for the article and all the hard work on Ford.

    I will continue to hold my Ford shares based upon low interest rates for consumers, the old average age of auto on the road, consumers demand for autos with better fuel economy (I drive an Escape hybrid), business purchases of high margin F-series, and the looks of the Fusion and F-series.
    Jul 21 10:55 AM | Likes Like |Link to Comment
  • With the major averages edging towards pricey territory, Andrew Bary of Barron's screens the S&P 500 for stocks trading at single-digit multiples, then narrows the list to those whose prospects can be argued to be good. The names are all familiar ones, but their presence on the list may surprise: VLO, MPC, HPQ, FCX, ESV, PSX, GM, MET, WDC, PRU, APA, JPM, C, DE, AAPL[View news story]
    Everyone has a hard time selling. The only general rules I have used for selling are first, would I buy this stock at this price. If you would not buy more at the current price, it is a possible sell. Second, let the reason for the stock purchase be the reason to sell. If reason you purchased the stock no longer exist, the stock is a possible sell. Also, try selling part of your position and average out over time.

    While I have owned STX several times over the last few years, I am proud to say I have always sold too soon. The downturns in WDC and STX are fast and deadly and happen way before the financial numbers. Also I noticed the run up in WDC this year (2013) has occurred on lower average volume previous years.
    Jul 21 10:40 AM | 1 Like Like |Link to Comment
  • With the major averages edging towards pricey territory, Andrew Bary of Barron's screens the S&P 500 for stocks trading at single-digit multiples, then narrows the list to those whose prospects can be argued to be good. The names are all familiar ones, but their presence on the list may surprise: VLO, MPC, HPQ, FCX, ESV, PSX, GM, MET, WDC, PRU, APA, JPM, C, DE, AAPL[View news story]
    Love your list.

    I own based upon value, VLO, PSX, GM, JPM, and APPL. I almost bought MET, but already had AFL, which has had better earnings and revenue growth. Also investors should be careful, the easy money has already been made in disc drive makers, WDC, and I have recently sold their competitor, STX. Expectations are much more important than single digit multiples in this industry.
    Jul 20 11:42 AM | Likes Like |Link to Comment
COMMENTS STATS
10 Comments
5 Likes