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fortypercent

fortypercent
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  • More Pain Ahead For Target Investors [View article]
    Funny how buying low to create value is so difficult
    Jun 21, 2014. 09:42 AM | Likes Like |Link to Comment
  • More Pain Ahead For Target Investors [View article]
    Long TGT from 59. Now down about 1%. This was a 10% allocation. I know, what a vote of confidence! But wait, I just got a 21% raise. Blood is kinda in the streets for this company. What are they going to do? When will they get their act together? Reminds me of Microsoft. TGT Canada = windows phone or Surface 60+ percent ago
    Jun 21, 2014. 09:07 AM | 1 Like Like |Link to Comment
  • Will Microsoft Continue To Drive Through Its 52-Week High? [View article]
    NOK and MSFT are doing great. Windows phone won't fizzle, it will grow
    Feb 25, 2012. 10:11 AM | 2 Likes Like |Link to Comment
  • McDonald's: Great Business But Not A Cheap Stock [View article]

    long MCD.

    MCD is a piece of the US.
    that makes it different from the typical, usual metrics, not expensive
    Dec 11, 2011. 10:33 AM | Likes Like |Link to Comment
  • Dividends in Danger? Worries About Sysco, Hudson City, Pitney-Bowes [View article]
    looks like hcbk has restructured. anyones guess how the market and the board will take this, moving up or down, keep divy or cut?
    Mar 28, 2011. 04:30 PM | 3 Likes Like |Link to Comment
  • Dividends in Danger? Worries About Sysco, Hudson City, Pitney-Bowes [View article]
    i usually just lurk and learn on seeking alpha, but wish to pose some questions in this interesting thread.
    i'm long HCBK, i believe that i have a very large position for a home gamer. i've decided to hold mainly because i work all the time and missed the opportunity to sell as the price recently tanked. like many i have been very concerned about the effect on this stock price if the divy actually gets slashed to less than the current payout. it seems like this is always the possibility raised in every ones comments.
    one questions is, does anyone have insight as to whether or not HCBK might receive a large capital investment? secondly, what might we expect if our capital requirements get satisfied by some infusion of assets? might we keep our divy and also enjoy a more traditional valuation, what do you all think?
    Mar 26, 2011. 10:43 AM | 4 Likes Like |Link to Comment
  • A Dividend Investing Primer [View article]
    great piece of work.
    thanks
    Feb 13, 2011. 10:59 AM | 4 Likes Like |Link to Comment
  • Providing the Right Antidote to our ConAgra Recommendation [View article]
    i'm still trying to study your strategy. the new low observer strategy. i understand and agree that buying within 20% of the 52 week lows helps find value. i now have a screen for companies trading within that range. but i'm perplexed about how holding through as much as a 50% decline can be good since that stock price must then climb 110% to satisfy your strategy. also, i'm less perplexed, but still, about the selling strategy. what about companies that are closely tied to commodity prices? do you still hold to necessarily closing your position after 10%?
    for example, i personally continue to hold a large position in scco. i believe that scco will continue to rise with the price of copper as the global economy continues to right itself and demands more copper. scco pays a dividend and is up from about $10 2008 low to almost $50 now. someone who got out after 10% "fair return" would have missed out on a ton of total return thrown off from the recovering capital markets. a stock that would have come up on your list of aristocats is cvx. cvx is tied to commodity prices. cvx has moved from mid $50s at its 2008 lows to $90 while also paying a great divy. would you use a 10% gain as a reason to sell a company like chevron?
    Dec 24, 2010. 09:36 AM | 1 Like Like |Link to Comment
  • Top 5 Dividend Stocks for Consideration in Your Portfolio [View article]
    i have always been more comfortable with a substantial draw-down when the market is crashing. when my loss is despite the market trend my personal practice has been more conservative
    Dec 20, 2010. 02:24 PM | Likes Like |Link to Comment
  • Top 5 Dividend Stocks for Consideration in Your Portfolio [View article]
    i read the link. thanks for the response. one part of your comment seems a bit different, " ...When entering such transactions, I expect that the stock can lose 50%. This make me very comfortable with putting large amounts into a single stock."
    what's the point of holding and losing 50%
    Dec 19, 2010. 01:47 PM | Likes Like |Link to Comment
  • Top 5 Dividend Stocks for Consideration in Your Portfolio [View article]
    curious, why you hold lly instead of abt? also, what percent of your portfolio is in cag and lly?
    Dec 19, 2010. 09:26 AM | 1 Like Like |Link to Comment
  • Microsoft: Value Opportunity [View article]
    i'm long msft.
    bought in 2010, several months ago near the 52 week low and have appreciated 13.5% on my largest ever single position. so it was a great value. and a great ego boost to see. i believe there is remaining value because i look at how their revenue is increasing year over year. don't count these guys out. also they pay a great, truly safe div.
    Dec 17, 2010. 08:30 PM | 3 Likes Like |Link to Comment
  • Implications of Pepsi Targeting Wimm-Bill-Dann Foods [View article]
    so what are the implications?
    Dec 5, 2010. 01:00 PM | Likes Like |Link to Comment
  • Top 5 Dividend Paying Stocks [View article]
    that's the same mug shot.

    so what are you thought on cwt? cwt didn't beat the market. still hold?

    what changes, if any, should one make from the new low observer approach for trades that take place in retail, nonqualified accounts
    Dec 5, 2010. 12:51 PM | Likes Like |Link to Comment
  • AquaAmerica: Reassessing the Proper Time to Buy [View article]
    lucky and really smart if one took a position and actually held boring ass WTR
    Dec 5, 2010. 12:43 PM | 1 Like Like |Link to Comment
COMMENTS STATS
108 Comments
133 Likes