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luckyspike01

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  • Mad Money Recommends Boeing: So Is It Time To Sell? [View article]
    Cramer has been behind BA for years. So that was not a good lead for your article.

    If you listen to the conference calls (as Cramer advocates), you will know a lot about The Boeing Company and its management. It has helped me stay with my position during the delays of the Dreamliner, the battery issue, and other ups and downs along the way from 67 to 144, all the while paying a dividend, which nearly doubled this year.

    Back to Cramer, he is ego-driven and therefore human. But he raises the curtain on "trading", so those of us who are investors can develop a strategy. Mine is to be diversified, have plenty of cash, and to have confidence in my stock positions or drop them like a rock. He is not always right, because in my opinion, he still has an end-of-year perspective for the charitable trust, while I have a longer term perspective.

    Thank you for writing an article and stimulating the conversation!
    Mar 18 11:18 AM | 1 Like Like |Link to Comment
  • As Plum Creek Timber Delivers A Strong Third Quarter, Here's Why I'm Staying Long [View article]
    It's not unusual for a REIT to do a secondary offering to raise $$$ for a specific purchase such as this. And it's also not unusual to have a sell off on the announcement in anticipation of the pricing of the secondary. Almost a knee jerk reaction. Anyway, I was encouraged as I listened to the conference call by management's optimism, because this team has not been overly optimistic during the past 5 years. Long PCL.
    Oct 29 10:39 PM | 1 Like Like |Link to Comment
  • Transitioned To A Dividend-Growth Portfolio [View article]
    Hello Inzkeeper, thank you for your article, very informative and interesting. I am about 20 years older than you and retired but share your direction in terms of investing in companies who return to shareholders through dividends.

    With regards to your WU position, I would listen to the conference calls and complete your research. To me, without having done any research, this position falls in with MO ... something that is destined to go away. So I would have to find information that disproves my initial thinking. I have heard WU has entered new businesses, so that might change its destiny.

    I have reduced my stock holdings to 15 as more than that was very hard to consistently follow. A key for me is to attend all earnings conference calls. It gives me a feeling about the company, its leadership, and its relationship to the market thru its analysts that supports my conviction in the investment. Or not. Because it also helps me to decide to sell when necessary.

    Good luck with your investment journey and thanks for sharing.
    Jul 9 10:40 AM | 1 Like Like |Link to Comment
  • Keeping Your Dividend Stocks Right Now Is Not A Mistake [View article]
    Take a look at OEF from Ishares; if you buy it thru Fidelity there's no commission. It's the S&P 100 index fund.
    Mar 22 09:56 AM | Likes Like |Link to Comment
  • Dividend Investors - Don't Just Stand There - Do Something [View article]
    Hi Bob, your article struck a chord with me, as I too have been saying to myself, should I be doing something? After a thorough review, I've concluded I'm where I want to be, with a strong reserve in case of downturn, and reinvesting in positions as appropriate for the time. Thanks for the Chuck Carnevale article link; it was helpful.
    Mar 22 09:43 AM | Likes Like |Link to Comment
  • Newmont Mining: Today's Winning Long-Term Play [View article]
    I am long NEM, and was interested in hearing the new CEO in the latest conf call. In the call, the CFO's resignation was announced. It's clear to me that NEM is doing some restructuring, and there will be more attention paid to the bottom line under this CEO. Another good thing is the establishing the environmental relations position, so that issues like Conga can perhaps be circumvented or minimized in the future. I like this CEO and bought some more NEM after the call.
    Mar 5 02:04 PM | 1 Like Like |Link to Comment
  • Team Alpha Retirement Portfolio: Dividend Investing Vs. Annuity Purchasing [View article]
    To mm9157: I have been experimenting with a very simplified portfolio in my watch lists, that I might move into when I no longer can or want to manage as I currently do. For instance, very simplified was just FUSEX for equities and FTBFX for bonds. Another variation was with 5 blue chips and a long and short term bond fund. Anyway, that's what I've been doing to prepare. The income is less with the simplified portfolio, but still considerable.
    Mar 4 10:55 AM | 1 Like Like |Link to Comment
  • Team Alpha Retirement Portfolio: Dividend Investing Vs. Annuity Purchasing [View article]
    Thanks for the thought-provoking article. In many venues, the $$$ spent for an annuity are listed in the investment column of a portfolio, as if still available.

    I retired from a big bank in 2009, and chose to take my pension as a lump sum, as opposed to an annuity. Although a somewhat audacious decision, as my investing knowledge was slight, I decided the counterparty risk of the insurance company was too large. Also, and I haven't seen this mentioned as a downside to an annuity payment, I didn't want to receive a set amount of income each year; wanted to control my tax exposure.

    I read some advice recently -- you can work for someone else, work for yourself, or invest in companies that work for you. I am invested in both dividend-paying companies that I like, and in bonds and bond funds. The income I receive is not as high as what I would have received with the annuity, but it is not a return of principal. As it is, I am reinvesting most of my dividends until later in retirement, so as to grow my investments. By controlling my expenses (no mortgage, debt) I am able to do that.

    Having said all that, I still think an annuity may be a good product for someone who can't see themselves managing their investments. I know some really smart people who have bought annuities, but their eyes cross when talking about investing. It's just that it needs to be clear that it is a product, with a cost. That's not always done clearly.

    Thank you for being clear in your explanation.
    Mar 3 12:34 PM | 5 Likes Like |Link to Comment
  • 3 High-Yield ETFs For Solid Returns [View article]
    aparso -- what makes you say sdiv dividend has been cut?
    Feb 11 02:59 PM | Likes Like |Link to Comment
  • 3 High-Yield ETFs For Solid Returns [View article]
    The fund applies dividend stability filters to the companies in the index which I think makes it a better investment. Long SDIV.
    Feb 9 11:33 AM | 1 Like Like |Link to Comment
  • Why Dividend Investors Should Never Touch Principal [View article]
    Enjoyed the article, and all the comments following. Just a couple of things. For the discussion of taking the RMD, that can be taken "in kind" and stocks moved from the tax-sheltered account, so no need to disturb that capital. Taxes will be due, but surely that is already planned for!

    2nd thing is, control of expenses. Thinking about retirement yesterday, I enjoy it so much that if I had to eat a peanut butter sandwich for lunch and cereal for a year, I'd do it gladly to stay retired! My point is only that expenses need to be controlled, spend less than what is coming in.

    With that said, Happy Thanksgiving to all.
    Nov 23 04:02 PM | 5 Likes Like |Link to Comment
  • Retirees: It's Time To Learn More About Dividend Growth Investing [View article]
    Thank you for your article. It is very helpful to read your points supporting dividend growth investing and why it makes sense for a retiree.
    Nov 5 06:48 PM | Likes Like |Link to Comment
  • Understanding Carl Icahn's Oshkosh Strategy [View article]
    Icahn is really all for himself, any benefit to others is coincidental. If OSK acquired JLG to provide diversity, seems like that is working out. Why sell it off now that the strategy is bearing fruit.
    Oct 12 10:14 AM | 1 Like Like |Link to Comment
  • Patient Investors: An Interesting Dividend Approach Using Your Home Equity [View article]
    Such a bad idea in so many ways. Almost can't believe you would profer it.

    Very unbalanced. The obligation to pay off the home equity loan is guaranteed by your home but the obligation to pay you dividends on your portfolio is 1) not guaranteed, 2) not guaranteed to grow, and 3) principal is not only not guaranteed to be stable or rise, but is very likely to decrease for significant periods of time.

    There is always someone, usually working for a bank or the like, that will want you to borrow money and pay them interest. Much better the lender than the borrower be.
    Sep 15 11:28 AM | 3 Likes Like |Link to Comment
  • Why Microsoft's Mismanagement Cost It The Present [View article]
    Corporate arrogance is right! I sold my MSFT after I found out that their CEO doesn't attend the conference calls.

    First time I've heard it called "stacking". Where I worked (financial) we called it forced ranking (HR called it something else). I'll just say that it didn't do too much to help morale.
    Sep 1 09:56 AM | 1 Like Like |Link to Comment
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