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MintyFresh32

MintyFresh32
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  • ConocoPhillips: The Time To Buy Is Now [View article]
    I think that "this time last year" the PSX spinoff was not complete, and so making price and p/e comparisons to one year ago would not be appropriate.
    Feb 20, 2013. 04:11 PM | 3 Likes Like |Link to Comment
  • DIY Dividend Portfolio: Protection For A Correction [View article]
    Will the market go back up after it has gone down? Then, after it goes back up, can we expect it to go down sometime after than? Then what -- perhaps it will go up and down some more?

    I might be inclined to listen to this advice if I was retiring today. But for someone with a long time horizon, better to just enjoy the ride and not spend money on insurance you don't need.
    Feb 19, 2013. 02:51 PM | 6 Likes Like |Link to Comment
  • How To Remain Solvent Longer Than The Market Is Irrational [View article]
    Love the article, as I do most of your work. I must be missing something about TEVA's earnings, however. On their website they show 2012 GAAP EPS as $0.37 per share, and non-GAAP as $1.32 per share. (See http://bit.ly/Z0wY5K) Shouldn't this show up as a large drop in the orange line for 2012 in the graph, rather than the modest dip that appears? Thanks!
    Feb 18, 2013. 11:28 AM | Likes Like |Link to Comment
  • Einhorn's Apple (AAPL) proposal is pretty much the stub stock idea made famous by Joel Greenblatt, writes The Brooklyn Investor, showing how issuing $50B in preferred would theoretically add $32/share in value. In cases where an underleveraged firm won't lever up, Greenblatt reminded an investor can and should create their own leverage using LEAPs. This spreadsheet (from May) on Greenlight's site details Einhorn's preferred idea for not just Apple, but DELL, GM, MRVL, and MSFT[View news story]
    Why so complicated? How about a good old fashioned special dividend plus generous increase to the quarterly dividend?
    Feb 10, 2013. 07:38 PM | 1 Like Like |Link to Comment
  • Forecast: The Markets Are Still Predictable [View article]
    Lipa, your analogy is not apt, and does not properly answer outcast's point. If Toyota could build one single car and generate enormous profits driving that ONE car around, they would be silly to make less profit by building and selling cars to the rest of us. And if they only claimed to have such a magical car, we would be rightly very skeptical, and would be right to ask why, if they possess such a car, are they bothering with being in the car business. A car itself does not generate income, and so instead they make their money selling cars. Outcast's question is perfectly valid, and your answer in no way answers it: if you've got such insight into market movements, why on earth would you be here churning out articles for a penny a click?
    Feb 9, 2013. 03:00 PM | Likes Like |Link to Comment
  • Apple's Board Is All Grown Up [View article]
    Right, DanoX -- statement gives no indication whatsoever that AAPL is ready to do anything different with its cash pile.
    Feb 7, 2013. 06:51 PM | 1 Like Like |Link to Comment
  • Statement by Apple [View article]
    It says nothing of substance at all.
    Feb 7, 2013. 06:23 PM | 1 Like Like |Link to Comment
  • 12 Things To Dislike About Dividend Investing [View article]
    I appreciate trying to show both sides, but some of these "negatives" are actually big positives in disguise. What fun is that JNJ chart? Actually, that chart is my idea of a rip-roaring good time! Steady dividend growers are the best kind of boring there is!
    Feb 5, 2013. 02:05 PM | 12 Likes Like |Link to Comment
  • My Mad Method: What Next To Buy, And Why? - January 2013 [View article]
    Churn, baby, churn!

    You call it a "method," but mostly seem to do a lot of trading based on hunches.
    Jan 22, 2013. 08:10 AM | 6 Likes Like |Link to Comment
  • Is Siri An Android Assassin? [View article]
    I second mgdance's post, but need to say it stronger: I am an Apple fan, but Siri SUCKS. Her success to frustration ratio is waaay too low to be leveraged for anything at this point. I could not agree with this article more, which points out that Google is light years ahead of Apple on useful voice search: http://slate.me/10ceWhk
    Jan 8, 2013. 12:20 PM | 1 Like Like |Link to Comment
  • Dividend Investing: Have A Goal And A Plan On How To Reach It [View article]
    Fair enough, and thanks for the reply. I would just caution that with those caveats, the specific numbers that you present barely even qualify as estimates. I completely agree that a specific plan is an important ingredient for success, but the plan needs to be sound as well. I agree with Hilo (above) that including a dividend grown rate assumption (instead of or in addition to the capital growth assumption) would improve the model greatly (though even then, it excludes many important variables). Best of luck.
    Jan 7, 2013. 02:23 PM | Likes Like |Link to Comment
  • Dividend Investing: Have A Goal And A Plan On How To Reach It [View article]
    I think your spreadsheet is flawed. Capital appreciation does not increase your dividend stream. For example, say I own one share of stock A that I bought for $100, which was yielding $3.00 per year at that time (or 3%). If the share price increases by 6 percent, or by any amount, it does not increase the income. If the stock goes to $200 per share, I still only get $3.00 in income (until they raise the dividend).

    So even if you assume that your portfolio's value increases by 6 percent per year, this is not the same as having your income increase by 6 percent per year. But that is the assumption you seem to have made, by multiplying your dividend rate by the starting account value each year.
    Jan 7, 2013. 01:36 PM | Likes Like |Link to Comment
  • Call Of Duty Can't Save Activision [View article]
    And boom goes the dynamite.
    Dec 17, 2012. 04:26 PM | 1 Like Like |Link to Comment
  • Why Intel Could Be The Perfect Stock For Income Investors [View article]
    I like INTC for all of the reasons you mention and many more. It is a screaming buy at these prices. My only problem is that I am already overweight INTC, but even so, I just can't stop buying at this price!
    Nov 30, 2012. 01:37 PM | 4 Likes Like |Link to Comment
  • 4 Unloved Dividend Stocks For A Sideways Market [View article]
    Relax, RCG. Stocks go up and they go down. INTC is a great blue chip company, and it is fundamentally sound, and it will continue to thrive for decades to come. They will make adjustments and get through this period, and once again shine as a company and as a stock. A few years after that, it will lose its luster again for some reason, and decline and be out of favor for a while. Then, several years later, it will do great again. And so on, and so on. It is what stocks do, even the stock of great companies. Keep reinvesting your dividends, and you'll pick up lots of shares at great prices over the years. And don't sweat the fluctuations so much -- it is an inherent part of holding stocks.
    Nov 29, 2012. 02:30 PM | 2 Likes Like |Link to Comment
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