Stephen J Melnykevich's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/175238/comments http://seekingalpha.com/instablog/728729-chowder/1881541-the-trend-is-your-friend?source=feed#comment-19135921 19135921 Wed, 22 May 2013 17:05:00 -0400 http://seekingalpha.com/article/1451271/comments?source=feed#comment-19135861 19135861 Wed, 22 May 2013 17:04:07 -0400 http://seekingalpha.com/instablog/728729-chowder/1881541-the-trend-is-your-friend?source=feed#comment-19124891 19124891
If the market corrects, you will be buying stellar companies with increasing earnings at a lower price. If it continues to rise until the selling catches up whether that be in a week or in several months you will still be invested and earning your share of that profit/return. It's a WIN/WIN. ]]> Wed, 22 May 2013 13:45:37 -0400
If the market corrects, you will be buying stellar companies with increasing earnings at a lower price. If it continues to rise until the selling catches up whether that be in a week or in several months you will still be invested and earning your share of that profit/return. It's a WIN/WIN. ]]> http://seekingalpha.com/instablog/728729-chowder/1881541-the-trend-is-your-friend?source=feed#comment-19124771 19124771
I want to say thank you again but I think the 10000x times I have before have become too redundant. How about I buy you a beer in the future. Or a Coke (glass bottle as per David). ]]> Wed, 22 May 2013 13:42:50 -0400
I want to say thank you again but I think the 10000x times I have before have become too redundant. How about I buy you a beer in the future. Or a Coke (glass bottle as per David). ]]> http://seekingalpha.com/article/1451011/comments?source=feed#comment-19123211 19123211
Can I borrow 20K to buy some more PM?]]> Wed, 22 May 2013 13:09:01 -0400
Can I borrow 20K to buy some more PM?]]> http://seekingalpha.com/article/1451011/comments?source=feed#comment-19122761 19122761
I subscribe to your blogs, and value them over 90 % of the "articles" I read. ]]> Wed, 22 May 2013 12:53:25 -0400
I subscribe to your blogs, and value them over 90 % of the "articles" I read. ]]> http://seekingalpha.com/article/1451011/comments?source=feed#comment-19100541 19100541 Tue, 21 May 2013 22:48:00 -0400 http://seekingalpha.com/article/1447841/comments?source=feed#comment-19056311 19056311 Mon, 20 May 2013 22:54:25 -0400 http://seekingalpha.com/article/1447841/comments?source=feed#comment-19055651 19055651
Looking forward to your eventual return to DGI, it's only a matter of time. ]]> Mon, 20 May 2013 22:29:14 -0400
Looking forward to your eventual return to DGI, it's only a matter of time. ]]> http://seekingalpha.com/article/1448461/comments?source=feed#comment-19052961 19052961
However, I continue to ponder the potential result of all the new oil found here in the US via fracking. I fear that the large amount of supply that will be added to the world markets by the US will cause prices to fall as a result. This is obviously just an educated guess as it may take several years for the oil to reach the market. How will prices react to the surplus supply, will that supply be offset by the increase in demand in developing countries that are now gobbling up oil (China, etc.).

Would love others thoughts on this.

Great article, I will likely start a CVX position despite my reservations. ]]> Mon, 20 May 2013 21:15:42 -0400
However, I continue to ponder the potential result of all the new oil found here in the US via fracking. I fear that the large amount of supply that will be added to the world markets by the US will cause prices to fall as a result. This is obviously just an educated guess as it may take several years for the oil to reach the market. How will prices react to the surplus supply, will that supply be offset by the increase in demand in developing countries that are now gobbling up oil (China, etc.).

Would love others thoughts on this.

Great article, I will likely start a CVX position despite my reservations. ]]> http://seekingalpha.com/article/1444861/comments?source=feed#comment-19050701 19050701
Since I participate in a State Pension as I work for State Government I tend to invest a little more aggressive in my ROTH IRA.

However, I certainly agree with your views that AAPL makes up a large chunk of my portfolio. Once the stock recovers (be it this year or next) I will slowly bring the size down and purchase some companies I've had my eye on (WMT, TGT, MCD when good entry points occur). Though I still believe that AAPL is the best DGI stock in the market right now based on valuation. Their recent decisions to buy back shares and increase the dividend by a good amount bought them some time with me.]]> Mon, 20 May 2013 20:16:50 -0400
Since I participate in a State Pension as I work for State Government I tend to invest a little more aggressive in my ROTH IRA.

However, I certainly agree with your views that AAPL makes up a large chunk of my portfolio. Once the stock recovers (be it this year or next) I will slowly bring the size down and purchase some companies I've had my eye on (WMT, TGT, MCD when good entry points occur). Though I still believe that AAPL is the best DGI stock in the market right now based on valuation. Their recent decisions to buy back shares and increase the dividend by a good amount bought them some time with me.]]> http://seekingalpha.com/article/1444861/comments?source=feed#comment-19037441 19037441
Patience will be rewarded, and I have held strong.

Avg. cost basis is 532 ish]]> Mon, 20 May 2013 14:27:55 -0400
Patience will be rewarded, and I have held strong.

Avg. cost basis is 532 ish]]> http://seekingalpha.com/article/1444861/comments?source=feed#comment-19034561 19034561
What are your thoughts presently on AAPL?]]> Mon, 20 May 2013 13:26:55 -0400
What are your thoughts presently on AAPL?]]> http://seekingalpha.com/article/1446781/comments?source=feed#comment-19027391 19027391
Are you aware of a source to find out what he keeps in his personal account?]]> Mon, 20 May 2013 10:54:30 -0400
Are you aware of a source to find out what he keeps in his personal account?]]> http://seekingalpha.com/article/1441391/comments?source=feed#comment-18953671 18953671 Fri, 17 May 2013 13:55:05 -0400 http://seekingalpha.com/article/1440051/comments?source=feed#comment-18926801 18926801 Thu, 16 May 2013 22:06:59 -0400 http://seekingalpha.com/article/1439651/comments?source=feed#comment-18907731 18907731 Thu, 16 May 2013 14:04:38 -0400 http://seekingalpha.com/article/1440051/comments?source=feed#comment-18907611 18907611 Thu, 16 May 2013 14:01:28 -0400 http://seekingalpha.com/article/1429391/comments?source=feed#comment-18815931 18815931 He just happens to own hundreds of thousands more shares in KO then I do.]]> Tue, 14 May 2013 13:14:06 -0400 He just happens to own hundreds of thousands more shares in KO then I do.]]> http://seekingalpha.com/article/1427651/comments?source=feed#comment-18747561 18747561 Sun, 12 May 2013 22:58:40 -0400 http://seekingalpha.com/article/1422831/comments?source=feed#comment-18737961 18737961 Sun, 12 May 2013 13:57:29 -0400 http://seekingalpha.com/article/1404051/comments?source=feed#comment-18683501 18683501 Fri, 10 May 2013 13:57:09 -0400 http://seekingalpha.com/article/1404051/comments?source=feed#comment-18682781 18682781
I had LGF and sold for a profit of about 20% a few months back. I may want to add a position again for the long hall but I am also eying CVX and V. ]]> Fri, 10 May 2013 13:41:14 -0400
I had LGF and sold for a profit of about 20% a few months back. I may want to add a position again for the long hall but I am also eying CVX and V. ]]> http://seekingalpha.com/article/1417941/comments?source=feed#comment-18656001 18656001
http://bit.ly/10vw5gZ]]> Thu, 09 May 2013 21:35:51 -0400
http://bit.ly/10vw5gZ]]> http://seekingalpha.com/article/1417941/comments?source=feed#comment-18650121 18650121 Thu, 09 May 2013 18:27:50 -0400 http://seekingalpha.com/article/1417941/comments?source=feed#comment-18650071 18650071
It's been a while. Continue to enjoy your articles though we sometimes disagree.

Auto's are similar to the airlines as they are cyclical. The stregnth of the economy directly impacts these cyclicals to a greater extent then most other areas.

I agree with an earlier comment that technology stocks may not be a good long term holding. Perhaps not making it a "core" would be better strategy as it requires more observation and monitoring. Keep in mind I say this as my portfolio has 75% AAPL in it now. I know I contradict myself based on the previous statement but I am realistic in that AAPL may not be the leader in say 20 years. However, for the next several years it will be and will be profitable as well so it's staying until at least 2015/2016 though I will gradually lower the percentage invested as the price recovers.

I think your other choices are certainly warranted. I enjoyed the read. ]]> Thu, 09 May 2013 18:26:45 -0400
It's been a while. Continue to enjoy your articles though we sometimes disagree.

Auto's are similar to the airlines as they are cyclical. The stregnth of the economy directly impacts these cyclicals to a greater extent then most other areas.

I agree with an earlier comment that technology stocks may not be a good long term holding. Perhaps not making it a "core" would be better strategy as it requires more observation and monitoring. Keep in mind I say this as my portfolio has 75% AAPL in it now. I know I contradict myself based on the previous statement but I am realistic in that AAPL may not be the leader in say 20 years. However, for the next several years it will be and will be profitable as well so it's staying until at least 2015/2016 though I will gradually lower the percentage invested as the price recovers.

I think your other choices are certainly warranted. I enjoyed the read. ]]> http://seekingalpha.com/article/1399571/comments?source=feed#comment-18429391 18429391 Fri, 03 May 2013 21:42:26 -0400 http://seekingalpha.com/article/1399571/comments?source=feed#comment-18429361 18429361
And by sharks I mean......]]> Fri, 03 May 2013 21:40:56 -0400
And by sharks I mean......]]> http://seekingalpha.com/article/1399571/comments?source=feed#comment-18429301 18429301
I identified that exact line and was going to comment on it but you beat me to it. Such a simplistic yet profound statement.

Johnson and Johnson could very well be the next Johnson and Johnson...

This article is def. in my "Top 5 McAleenan Articles"]]> Fri, 03 May 2013 21:40:01 -0400
I identified that exact line and was going to comment on it but you beat me to it. Such a simplistic yet profound statement.

Johnson and Johnson could very well be the next Johnson and Johnson...

This article is def. in my "Top 5 McAleenan Articles"]]> http://seekingalpha.com/article/1400401/comments?source=feed#comment-18417601 18417601
Completely agree with that last quote. ]]> Fri, 03 May 2013 15:26:57 -0400
Completely agree with that last quote. ]]>