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seviay

seviay
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  • The Perfect Portfolio For Retirement Is An Illusion [View article]
    RS, this may be your best contribution to the site thus far. Bravo
    Apr 18, 2015. 08:55 AM | 4 Likes Like |Link to Comment
  • Dumping Apple Makes Sense For Immediate Income Growth [View article]
    Too many comments to read through, so I bet someone else already asked this.
    Why the rush to sell Apple / rush to buy T? Apple is most likely set to announce a dividend increase in the next two weeks, and a nice increase isn't out of the question -- I doubt they would announce a special dividend, but it isn't totally out of the question, either. T is a slow mover, so you would most likely be able to buy it within $1 of its current price by the time Apple made their announcement. So, regardless of how you feel about Apple's business in the long-term, your timing confuses me. Thanks for the article and thanks in advance for your response.

    Note: Long AAPL but not a permabull or Apple fanboy. Also, much respect for being fully transparent and willing to put your money where your mouth is and dealing with criticism.
    Apr 14, 2015. 11:22 AM | 2 Likes Like |Link to Comment
  • Comparing The Next 3 Cleaning Products Companies [View article]
    TIS is definitely in a good niche. The dollar store consolidation concerns me a little bit, but I think the Fabrico acquisition is a fantastic move, and it appears that it started paying off even earlier than I -- and perhaps even the company -- had anticipated. I'm happy to reinvest that juicy dividend while I wait for the market to recognize and appreciate the value of the business
    Apr 2, 2015. 10:27 AM | Likes Like |Link to Comment
  • Anheuser-Busch Inbev: Truly The King Of Beers [View article]
    Booban, the major brewers aren't stupid. They have been somewhat quietly buying up independent and "craft" brewers and continue to try to buy others. They've even been pretty sneaky about putting out their own brands of "craft" beer without advertising that it's a Bud, Molson/Coors product, etc.
    There will always be plenty of basic/average people who drink terrible mainstream beer.
    Apr 2, 2015. 10:24 AM | 4 Likes Like |Link to Comment
  • Railcar Makers: Deep Value In An Overbought Market [View article]
    TRN actually fell to $25 where I backed up the proverbial truck. Feeling great about that buy
    Mar 21, 2015. 09:37 AM | 2 Likes Like |Link to Comment
  • The Long Bull Market Is Showing Cracks - Part II [View article]
    I know you didn't ask me, but I like TRN better than GBX for this reason. They also don't rely solely on railcars for their revenue, so I think it's a fantastic long-term holding, and my portfolio reflects as much
    Mar 13, 2015. 08:14 AM | Likes Like |Link to Comment
  • Why AmTrust Financial Is An Excellent Growth Stock [View article]
    Were they cleared of the allegations?
    Mar 11, 2015. 09:34 AM | 1 Like Like |Link to Comment
  • Why AmTrust Financial Is An Excellent Growth Stock [View article]
    I owned this a while back but sold bc something didn't smell right. I haven't looked at it lately but wasn't there an SEC investigation at some point? Some non-arms length transactions involving Maiden Holdings? I didn't feel the risk was justified, so I sold. Naturally, it has almost doubled since then...
    Mar 8, 2015. 09:57 AM | 4 Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    Sorry to burst your bubble, Davies. The comparison of GILD to AAPL is much more suitable than GILD to any of those tech giants that you mentioned -- the comparison being a best-in-breed company at a cheap valuation that went from being loved to very unloved on rumors of its demise at the hands of inferior products. All 3 of those companies you mentioned traded at absurd valuations in the 90s. Both GILD and AAPL traded at a P/E well under 15 during the period the author compares them.
    When you have conviction on a particular stock, and the valuation stays low, it seems reasonable to continue to pound the table on that stock. I see no fault in that, at all.
    Feb 14, 2015. 09:10 AM | 11 Likes Like |Link to Comment
  • Chevron: A Crude Awakening Looms [View article]
    I'm going to speculate that buying a starter position in CVX at $105 will make me happy over the ups and downs of the next 20-30 years. The move of any stock in the short-term is pure speculation, short of insider information. Anyone with my time horizon would be quite happy with further falls in CVX so we can add to our positions and reinvest dividends at a lower price. Cheers
    Jan 17, 2015. 09:57 AM | 11 Likes Like |Link to Comment
  • IBM Doing Exactly What Warren Buffett Wanted [View article]
    Tim, as you and I have discussed, I still can't join you guys on the IBM bandwagon. That isn't to say it wouldn't be a good investment, but I think my dollars are better allocated elsewhere for now. With that behind us, I wonder how much everyone would change their tune if they found out Buffett was scaling out of his position. Bulls and bears, feel free to chime in
    Dec 23, 2014. 09:19 AM | 2 Likes Like |Link to Comment
  • Facebook Has A Negative Margin Of Safety [View article]
    Tim, I can only imagine you warning people about Microsoft, Amazon, Cisco, and others in the late 90s and getting the same level of heat from the permabulls who think everything will only go up, get bigger, and retain the same absurd valuation -- or who are simply bad at math. Good for you for trying to bring some truth to the table. Hey, what could possibly go wrong for FB? ;)
    Dec 22, 2014. 09:44 AM | 4 Likes Like |Link to Comment
  • Dividend Growth Investing: How I Derive The Top 40 (Part 2) [View article]
    DVK, your contributions are fantastic. I want to give a word of caution to you and your readers that may be nothing, but is certainly worth investigating. Maiden Holdings and AmTrust Financial (AFSI) show up on many of my growth/value/dividend screens, and for good reason: their numbers are incredible. There have been numerous rumblings and grumblings about the possibility of some fraud or other shady dealings between these two companies in less-than-arms-length transactions. This is not me claiming that they're doing anything wrong, but I wanted to caution investors to investigate the companies further before investing. I sold my AFSI for fear that I might wake up one morning to an SEC investigation or something of that matter. I just couldn't sleep well at night with it in my portfolio.
    Dec 11, 2014. 02:01 PM | 1 Like Like |Link to Comment
  • My Strategy For Objective, Emotionless Dividend Growth Investing, Part 3 [View article]
    Looks like you've got a great start here. Congrats.

    Out of curiosity, why did you choose CSX over UNP and NSC? I view both of those as superior companies to CSX, so just curious.

    Same question on Lowe's over Home Depot.

    For size and growth prospects, I prefer CVX and COP to XOM, but hard to go wrong with any of the 3.

    Others to consider for the next tranche: V MA DFS TJX ROST WAG CVS NSRGY MMM DEO ACE BAX BDX OHI O WPC VTR BA UL KMI

    Keep up the good work
    Dec 11, 2014. 09:23 AM | Likes Like |Link to Comment
  • Starting An Energy Baron Portfolio Today [View article]
    Anyone not already long some combination of COP, CVX, XOM, RDS.B, MMP, SXL, KMI should take the opportunity to buy on further weakness, hold your nose, and reinvest the dividends. I bet you'll be glad you did.
    Long COP CVX MMP SXL KMI. Also considering HP, HAL, and SLB purchases for January.
    Dec 11, 2014. 08:33 AM | Likes Like |Link to Comment
COMMENTS STATS
170 Comments
301 Likes