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Sun Rising

Sun Rising
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  • Learning From The Masters: Q&A Session With Chris DeMuth Jr. [View article]
    "Dead people make excellent buy-and-hold investors. They generate low commissions, they are tax-efficient, and they have nerves of steel (wormy, but steely). They outperform the vast majority of active traders. "
    - love this...
    Thanks for the great interview.
    May 20, 2015. 03:06 PM | 2 Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    >>If owning that many makes you nervous, sell down to your comfort level.
    Not at all! It makes me more comfortable to own many grate DG companies.
    With lots of investments, it takes a little longer time to enter all the upcoming dividends and change share sizes for bigger ones, in my excel document, but I enjoy doing it.
    Thanks for the great answer Chowder, exactly what I was hoping for.
    May 15, 2015. 04:34 PM | 1 Like Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    Chowder, I loved the article. Always happy to read your staff.
    Wanted to ask you: do you see any downside in owning lot's of positions?
    I wanted to have 50, but somehow my number of positions came to 68. I will try not to expand further, but wanted to ask you: what is in your opinion is the problem in owning more, as long as investor is stuck with quality and has BBB+ minimum rating rule. I mostly own A and higher rating DG companies.
    May 15, 2015. 11:04 AM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Chowder [View article]
    Nicholas, thank you for you great two articles of this series. Buyandhold 2012 and Chowder both happened to be my very favorite SA writers. That's why I feel specially blessed to see that they were your first two choices for the article.

    Sometimes I think of just following only them. I try to read all of their comments and not only I learned the most from them, but I also enjoy reading all their staff tremendously. Something in me responds to both of their comments on a good way. Since they are both have different investing colors, I often think what would one and the other do and reply in certain situation.

    Thanks to both of them I invest in DG quality stocks. Quality for me is the biggest priority and my goal is to never sell my stocks and just to auto reinvest the dividends for the next 20-30 years. Thank you.
    May 10, 2015. 07:28 PM | 3 Likes Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    What a great comment Chowder! Thank you very much for generously sharing your wisdom.
    Apr 30, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • Retired Dividend Investors Are Deluded By Yield On Cost [View article]
    I would agree that some investors might benefit from exchanges. The most important it what your goals are. If you think you would need bigger yield, go for it. Every investor need to follow their own plan. My plan is not to sell stocks in order to better my portfolio. So I have a buy and hold approach.
    If I start messing around, then why not to time the market? It looks so easy - buy what goes up and sell what goes down. Most people when they try to do this easy-peasy thing end up doing exact the opposite. They get scared of strong stocks and end up holding a looser.
    Also a stock is strong (with smaller yield) because somebody buying it, most likely big money, professional money managers. By selling it, you are basically saying: I know better than all those people who are buying (say AAPL). So, I am going to sell it, they are all wrong. I am going to pick up XYZ with 9% yield and my XYZ is better quality then APPL for example.
    So when XYZ is not performing and may be even cutting dividend later, whose fault it becomes? The persons, who wanted to outsmart the market, to get more money.
    But, again, everybody has their own goals.
    And retired investor may very well invest for the next 40 years. You do not want to be stacked with something you do not like.
    Apr 28, 2015. 01:46 PM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Buyandhold 2012 [View article]
    >>>I do not believe in selling any stock at a loss, so if the price remains low, I will continue to just hold.

    - With all dues respect, but by selling your best performing companies every year and holding on to the losers, would not you afraid to be stacked with a portfolio of losers?

    I know people who do exactly the opposite.
    I am, personally prefer not to mess with my portfolio and not to time the market.
    Apr 28, 2015. 11:52 AM | 2 Likes Like |Link to Comment
  • Why Apple's Dividend Increase Is A Disappointment [View article]
    It's funny, but I noticed "liking" BUYANDHOLD 2012 posts, even before reading them. lol
    Always agree with what he says. He has a very long term perspective.
    Apr 28, 2015. 11:45 AM | 6 Likes Like |Link to Comment
  • Retired Dividend Investors Are Deluded By Yield On Cost [View article]
    I understand, what you mean it is not for me personally.
    All portfolio adjustments are for me related to market timing in a way: Stock goes up - yield comes down and vise versa.
    Timing the market is much harder than most people think.
    I was swing trading and day trading, and it is possible to do, but you have to be a great master to do it.
    Messing with my retirement portfolio is not what I would ever do.
    Any kind of improvement - is a compromise, may be quality, may be something else. Sometimes it is not easy to see with long term investment and some people keep doing it and enjoying it, but it is not that productive, they just do not see it.
    In comparison to day trading - then you see your results every single day - you might not clearly see what you are doing to your portfolio very clearly.
    But, again, everybody is free to do what they want to, to their own portfolios. And enjoy the process.
    With all respect.
    Apr 28, 2015. 11:39 AM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Buyandhold 2012 [View article]
    Thank you Buyandhold 2012 for giving the interview, you are always trying to be so helpful to people. I believe that most people needs reminders from you. So they would not be deluded by ideas of trading, timing sells, sweeping one stock for another for some (delusional) benefits and so on.
    I personally would call you and Chowder Masters. I learned so much from both of you. You are common sense masters. Instead of distracting people, you are helping them to focus on the essence of investing.

    Thank you
    Apr 28, 2015. 09:25 AM | 13 Likes Like |Link to Comment
  • Retired Dividend Investors Are Deluded By Yield On Cost [View article]
    I am completely agree with Buyandhold 2012.
    He has a lot of wisdom and talks from experience.
    " Either an investment is a good investment or it isn't."
    I put quality of investment above all else. And from my experience I know that trying to switch one stock for another is a kind of market timing that does not have a good odds. Sometimes it is just getting bigger yield and sacrificing the quality of the stock.
    More often than not people are better off not trying to improve they portfolio. Do not handle a bar of soap too much - you'll have a bigger bar (portfolio).
    Sorry for my English, it is not my first language.
    Apr 27, 2015. 09:41 AM | Likes Like |Link to Comment
  • Why You Should Not Sell Your Oil Stocks At A Loss [View article]
    >>> on the same day you purchase stock, you place a 10% or 15% trailing stop
    - And you'll be stopping out 10-15% on your stops. What would you do if it is 10% correction and instead of buying more- you are out? Would you buy gain at a higher price?
    I would not recommend trading, unless you are a consistently profitable trader and you are making money for years trading. But to learn how to trade is harder then most people think. Most people loose money trading and they are better off not trading at all.
    I would think if you are invested in a high quality dividend growth stock, you'll be better off holding it forever and reinvesting your dividends, then trading. Most people would not hold stocks forever - it feels boring to them. They would prefer to trade and to use stop losses and lose 10-15% on their stocks and sell them and buy them at the wrong time. They would feel "protected" by those stop losses. Reality is - there is no protection, unless you are a great trader and you proved to yourself that you can trade.
    Good luck!

    Dec 16, 2014. 04:38 PM | 1 Like Like |Link to Comment
  • Project $3 Million - KMI [View instapost]
    Richard Kinder has said they expect to grow the dividend at a rate of 10% per year for the next 5 years.
    - They were expecting this before oil prices drop so dramatically. I just hope it would not be something they were not incorporating in their expectations.

    Thank you for the article Chowder. Nobody knows what is really behind these oil prices drop and where it would lead, but we need to invest and do what we supposed to do. Thanks for your help.
    Dec 15, 2014. 10:07 AM | 2 Likes Like |Link to Comment
  • Proprietary Trading Firms [View instapost]
    Than you for the article.
    Do you know which firms are the best for beginning day traders? If a newbie does not trade much and wants to minimize his monthly risk/administration fees and possibly for platform, data and others.
    If you are no making money, but have to pay $200 or more a month just to be part of the firm, it is very costly.
    Thank you
    Dec 12, 2014. 09:09 AM | Likes Like |Link to Comment
  • Equity Investing Or Index Investing [View article]
    I listen the whole thing. Did not understand much, but kind of entertaining.
    Thank you Chowder, I hope you are drinking very responsibly and not too much. Percy probably making sure of it. Cheers.
    Dec 8, 2014. 09:18 PM | 1 Like Like |Link to Comment