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trader_murf

trader_murf
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  • Reynolds American buys Lorillard in $27.4B deal [View news story]
    Forgot about the cap gains on the cash ugh. Thanks for the info helps me plan should the deal go thru.
    Jul 15 04:03 PM | Likes Like |Link to Comment
  • 4 Stocks That Could See Significant Gains In 2014 [View article]
    Off topic but want to give a shout out and thank you for your book:

    Taking Charge With Value Investing: How to Choose the Best Investments According to Price, Performance, & Valuation to Build a Winning Portfolio

    Reading it for the third time, have pages marked throughout. Always check out your articles. Thank you for your information and hard work.
    Jan 7 07:10 PM | 1 Like Like |Link to Comment
  • Consider Diageo But Avoid The More Expensive Liquor Distillers [View article]
    Thank you for your thoughtful article. I have been wanting to add an alcohol stock to my vice portfolio. But I totally agree the valuations are just too high. I liked seeing these stocks compared in one place. DEO is on my watch list also.

    Keep up the great work!
    Dec 12 09:12 AM | 1 Like Like |Link to Comment
  • What To Do About Those Rising Stock Prices? [View article]
    Thank you for your thoughtful and honest article. I like reading articles that reflect an investor's thinking.

    Just to say always keep cash, not only personal emergency fund but cash to buy stocks in a pullback. Sometimes it feels awful not to go 'all in" but a cash reserve is priceless in a downturn and sooner or later there is always a pullback.

    Also good work on funding a Roth. I'm now at the other end of the retirement savings thing, a Roth is amazing, NO taxes.

    Long PM, LO and a bunch of other stuff.
    Keep up the good work.
    Dec 9 09:19 AM | Likes Like |Link to Comment
  • Read This Before Investing In Diageo [View article]
    I so missed that GameStop. A while back it came up on one of my stock screeners. I said nah, that is a dumb stock. Shoulda stayed with my vice thesis. Wasting my life on video games sounds right up my alley haha!
    Nov 27 01:57 PM | Likes Like |Link to Comment
  • Read This Before Investing In Diageo [View article]
    Thank you for a well written, easy to read, informative article. Don't own DEO right now but I am a vice stock addict so will watch this one. Will consider it on a pullback.
    You've got another follower looking forward to more articles even on stocks I don't follow just cause your writing is concise and easy to follow. Kudos.
    Nov 26 01:38 PM | Likes Like |Link to Comment
  • Best Buy's Earnings Improve On Its Turnaround Strategy [View article]
    Mostly value investor, strong interest in dividend payers, got blown up in tech bubble, did better in financial crisis. Lots of interest in what others are thinking about the market and strategies that differ from my own.
    Aug 26 11:55 AM | Likes Like |Link to Comment
  • Best Buy's Earnings Improve On Its Turnaround Strategy [View article]
    How is it that this stock is doing so well? Went into a NYC store yesterday - indifferent staff, poor inventory, not a lot of shoppers. If I had the interest I'd read the earning report to see where the earnings are coming from (got enough to do with my investments). If boots on the ground investing has any validity (I'm not actually convinced) Best Buy has the wool pulled over the market's eyes.
    Aug 26 11:52 AM | Likes Like |Link to Comment
  • Is Altria A Good Stock To Buy? [View article]
    Yeah when I smell cigarette smoke on the street I tell my spouse ... dividends!
    Jun 3 12:31 AM | Likes Like |Link to Comment
  • Seniors Screwed By Fed Policies [View article]
    And if held in a retirement account those Canadian dividends are not taxed which is an extra bonus.
    Dec 22 11:24 PM | Likes Like |Link to Comment
  • Tobacco stocks trade weak as a group with speculation on anti-tobacco measures sweeping across Europe. The word from across the pond is that the EU will step up health warnings. Decliners: Reynolds American (RAI -2.2%), Altria (MO -1.6%), Lorillard (LO -2.6%). [View news story]
    yeah, also UVV is up. Is this some weird end of year hedge fund activity or something else I don't understand?
    Dec 18 11:14 AM | 1 Like Like |Link to Comment
  • U.S. Equities: Beginning Of A Meaningful Correction? [View article]
    Re: TOT reminder there is a 25% tax on dividends taken out by the French on foreign investors. So if held in a retirement account there is in effect a lower dividend.

    BP has overall done alright by me but gee can't they get out of their own way????
    Oct 22 12:55 AM | 1 Like Like |Link to Comment
  • Is Lilly's Solanezumab Worth $3 Billion More? [View article]
    Bought LLY earlier in the year cause of low PE and hi dividend yield and to diversify portfolio into pharma. Solanezumab is a bonus but who knows? Depends what the run up is of course most drugs don't make it to market. Don't think I'd chase this one up. For the moment I am happy with the dividend.

    Alz is one of the worst diseases.
    Oct 10 01:59 AM | Likes Like |Link to Comment
  • Why Dividend Investors Do Not Have To Worry About A Bubble [View article]
    Been making money since Amoco bought out by BP. (With some time out when oil companies were not doing well.) Made more after the gulf spill. Love MO and tobacco in general.
    Over the weekend a 20-something told me how foolish I was to invest in dividend stocks how I could make more money just timing stocks with cap gains. I am in my late 50's been there, done that, got burned in 2000. Now I can sleep at night and bet I'm doing better than the hedge fund he works for ... ha, ha. You dividend investors keep on keeping on!
    Jul 18 03:13 PM | 5 Likes Like |Link to Comment
  • Wait Until BP Drops Below $30 To Buy [View article]
    Nothing wrong with owning a French company but watch out for that 25% tax on dividends that the French gov't takes right off the top. If you are a big investor you can file on taxes to get it back, if not or if held in a retirement account, just lost 25% of your dividend.
    May 30 10:14 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
51 Comments
41 Likes