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icandoitdon

icandoitdon
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  • $48k Per Year With A Half A Million Portfolio [View article]
    it's pretty hard to claim i used inaccurate data when you haven't done the same exercise i did, isn't it? a current yield of 8% proves absolutely nothing about your total return unless you've held the portfolio for the duration of the measuring period and dividends were unchanged during that period.
    Apr 13, 2015. 07:19 PM | 1 Like Like |Link to Comment
  • $48k Per Year With A Half A Million Portfolio [View article]
    you're a little sensitive, aren't you? i didn't claimed the stated results mirror yours. i have stated the actual returns assuming the entire portfolio was held for one year ending 4/11/15 and compared it to the S&P 500 index.

    people can decide for themselves whether that exercise is meaningful or not.
    Apr 11, 2015. 08:51 PM | 8 Likes Like |Link to Comment
  • $48k Per Year With A Half A Million Portfolio [View article]
    Out of curiosity, using Google Finance, i measured the 1 year return on this basket of stocks assuming purchase of an equivalent dollar amount of shares on April 11, 2014 and holding through April 10, 2015.

    Total return of the portfolio for this period was 8.09%, of which 5.59% came from dividends and 2.5% of which came from capital gains. This compares with a return of 17.46% on the SPY for the same period, of which 2.16% was attributable to dividends and 15.3% came from capital gains.

    It's pretty tough to beat the S&P unless you're a damn good stock picker or have the cojones to concentrate your investments. I would be particularly cautious in trying to structure a portfolio to maximize yield.
    Apr 11, 2015. 07:55 PM | 2 Likes Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    precisely. again, there is a big difference between hard assets and financial assets. would a bank accept a promissory note as collateral for a loan? the notion is laughable. or wait....maybe BAC and C would.
    Mar 12, 2015. 06:03 PM | 2 Likes Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    fallacious reasoning. there is a big difference between hard assets and financial assets created out of thin air.
    Mar 12, 2015. 05:59 PM | 8 Likes Like |Link to Comment
  • Buy Chevron for growth and Shell for defense, Jefferies says [View news story]
    wide moat? you've got me there.
    Feb 27, 2015. 10:12 PM | 2 Likes Like |Link to Comment
  • Realty Income: Another Solid (And Boring) Quarter From The Most Predictable Stock On Wall Street [View article]
    dividend growth rate is a proxy for the growth rate of the company...hence it's stock price.
    Feb 24, 2015. 07:24 AM | Likes Like |Link to Comment
  • QE Never Left Us: The U.S. Economy And Stocks Will Grow Faster And Higher [View article]
    i agree. anyone over 60 is unlikely to see 4% in their lifetime.
    Feb 14, 2015. 09:16 AM | 4 Likes Like |Link to Comment
  • General Electric's Next Big Growth Opportunity Presents Itself [View article]
    hear! hear! with respect to jack "fill my pockets" welch.

    as for immelt i think you're giving him more credit than he deserves. it's pretty clear to me the company is too unwieldy to manage.
    Feb 11, 2015. 08:57 PM | 3 Likes Like |Link to Comment
  • General Electric's Next Big Growth Opportunity Presents Itself [View article]
    saint jack? you mean the man who put GE on the path to collapse? you must be kidding.
    Feb 11, 2015. 08:51 PM | 8 Likes Like |Link to Comment
  • I'm Getting Levered Long The Ralph Lauren Dip [View article]
    that's only part of the equation. a strong dollar makes their products more expensive in the local currency, which hurts sales. secondarily, when those sales in local currency are translated to dollars, reported revenue suffers.
    Feb 9, 2015. 09:12 AM | 1 Like Like |Link to Comment
  • A Sleep Well At Night REIT That Just Boosted Its Dividend [View article]
    i would add that there is no such thing as a "sleep well at night" REIT.
    Jan 30, 2015. 09:16 PM | 2 Likes Like |Link to Comment
  • Swiss Franc And Credibility [View article]
    spot on. the SNB handled it correctly. In terms of communication, they owe speculators nothing. you pays your money you takes your chances.
    Jan 15, 2015. 10:40 PM | 13 Likes Like |Link to Comment
  • How Long Does A 'Typical' Oil Downcycle Last? [View article]
    yes, that is a very big risk. there is plenty of time to move into oil stocks. the majors aren't nearly cheap enough to entice me.
    Dec 15, 2014. 09:48 PM | 4 Likes Like |Link to Comment
  • General Electric declares $0.23 dividend [View news story]
    "...while they unwind from the various messes Jack Welch (the self proclaimed genius) got them involved in."

    amen. welch was the architect of the business that nearly sunk the company. he was poison.
    Dec 12, 2014. 11:25 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
630 Comments
624 Likes