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Coaly1234

Coaly1234
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  • GE: A Promising Pick, Looking Ahead To 2015 [View article]
    I am long GE and will continue to hold it as it is part of my dividend portfolio and as I near retirement it fits my needs. As far as price appreciation is concerned, although GE seems to have become a Microsoft of 2000 to 2011 (i.e. a Large Cap with huge potential but stock price remained flat for over a decade), I think the stock price will head well into the 30's but not until we see economic improvement internationally. So for 2015 perhaps a couple of dollars, but into 2016 and 2017 the stock should rise. Now for me I am happy to hold, for those seeking growth there may indeed be better buys out there.
    Dec 23, 2014. 04:08 PM | 1 Like Like |Link to Comment
  • Retirement Planning Depends On When You Begin Your Dividend Income Strategy And/Or Your Beginning Portfolio Balance. [View article]
    pim69 - you are 100% correct.
    Dec 17, 2014. 06:22 PM | 1 Like Like |Link to Comment
  • General Electric: The Opportunity Of The Coming Decade Materializes [View article]
    David - a fine article as are others you have written.
    My take on GE (and it is part of my portfolio for dividend income) is that it is a good stock for dividend income. It is diverisfied with many "irons in the fire". It makes high quality products and has a very strong "on order and reorder" list (airlines, aerospace, energy etc.) so I foresee GE being able to pay dividends well into the future. On the capital appreciation side, granted that GE is at the mercy of geopolitical risk, but there is also an intangible that I can not quite figure out. It is almost as if GE is the Microsoft of 2000. In other words its price hovers in the low to mid 20's and may do so for a number of years (MSFT was flat for almost 12 years). A stocks price should represent future earnings and future growth and one could give a strong arguement that GE has that (as stated above the order and reorders from growth industries). So in my book GE could/should be in the low 30's.


    Being close to retirment I am (fortunately) fine with GE, just as I am with my ATT stock. (ATT is always around 33, but pays a 5% dividend) So again, very nice article and I agree with your conclusion on the GE dividend, but remain skeptical/puzzled about its price.
    Dec 6, 2014. 06:58 AM | 1 Like Like |Link to Comment
  • Is Johnson & Johnson A Stock Worth Having In The Portfolio Right Now? [View article]
    A nice article true, however to me it leans to the idea of 1. Making the claim that an individual knows (at any given time) the best stock to buy (kind of like market timing, which is not possible). And 2. It means that one may end up with a large portfolio of stocks with relatively small shares. J & J is a stock (and there are others) that can be bought on a dollar cost avg basis and/or a DRIP basis and/or a buy and hold basis and reap the rewards. Now granted that some management has to be done and perhaps my bias is towards retiring and income investing, but bottom line is that I read too many articles where the author implies that they know the best stock to pick at any given time which leads to a mixed portfolio and higher costs then need be.
    Nov 14, 2014. 07:02 AM | 3 Likes Like |Link to Comment
  • There's No Reason To Own Johnson & Johnson - Sell It, And Buy VHT Instead [View article]
    Vanguard is a very good Company with great Mutual funds as well as ETF's and more.

    I guess that's why the largest holding of Vanguards VHT ETF is Johnson & Johnson, by a lot. Just saying...
    Nov 10, 2014. 06:27 PM | 1 Like Like |Link to Comment
  • Update: Sysco's Dividend To Remain Constant [View article]
    Sysco is indeed in a sector (food) where margins are thin and competion is fierce. Their merger with US Foods will also (at least initially) put pressure on cash flow which may indeed cause the dividend rate to remain constant or grow by the usual penny. However, if managed correctly, Sysco could become a very profitable company (again in relation to the food sector) which would allow larger increases in dividends while at the same time being a great defensive stock. In other words high upside potential with little downside risk. Granted time will tell, but Sysco has the potential to become an income investors dream.
    Nov 8, 2014. 06:51 AM | 3 Likes Like |Link to Comment
  • Alcoa: After The Double, Buy Or Sell? [View article]
    Alcoa has shown that it is being managed very well. It has implemented some great cost cutting initiatives (e.g. selling old smelting plants), become the aluminum supplier for the auto industry, and is keeping abreast with new technology (airline business, aerospace). Add to that price increases of aluminum and I am thinking that AA may hit $30.00 in the not too distance future.

    Granted this article is well written and has its merits, but stocks are priced on a companies future earnings and I am thinking AA is going to soar. However and as always way your own analyis and risk.
    Nov 4, 2014. 10:22 AM | 2 Likes Like |Link to Comment
  • Turns Out Microsoft's Buyout Of Nokia's Devices Unit Worked Out [View article]
    I like your articles and this one is not exception. My only comment on this is that we may need a bit more time to really state that the Nokia deal worked out, although I do agree that the arrows are all pointing in the right directioin.
    Oct 28, 2014. 10:39 AM | 2 Likes Like |Link to Comment
  • Microsoft Earnings Preview: Transitioning From Deep Value, Capital Allocation Story To Growth Stock ? [View article]
    Microsoft (NASDAQ:MSFT) reports its fiscal Q1 '15 earnings after the closing bell on Thursday, July 23rd, 2014. ????
    Oct 22, 2014. 06:16 AM | Likes Like |Link to Comment
  • Looking Into Microsoft's Thursday Earnings Report [View article]
    This article should be titled
    "Looking into 1% of Microsoft's Thursday's Earning Report"
    Oct 21, 2014. 06:19 AM | 5 Likes Like |Link to Comment
  • Apple, Google Will Crush Microsoft Just As Amazon Did Best Buy [View article]
    A very empty article. Granted its always sound advice to hear that one should pay attention to the market and review forward looking statements. However the article lacks details/substance with no mention of MSFT Commercial side, nor its new and adapted stategic plans under the new CEO.
    Sep 24, 2014. 09:08 AM | 27 Likes Like |Link to Comment
  • Microsoft: Party Like It's 1999 [View article]
    Agree with robiniv on a plus side, otherwise the author could have just published the title as the rest of it is nothing.
    Sep 18, 2014. 06:00 AM | Likes Like |Link to Comment
  • Microsoft - Potentially Higher Payouts To Come, But The Capital Gains Have Already Occurred [View article]
    Late?
    Sep 17, 2014. 04:50 PM | Likes Like |Link to Comment
  • Why Microsoft Looks Like A Sell [View article]
    This is like yesterdays news, (which by the way showed that Nokia was initially a hit to MSFT's financials, but not necessarily a long term mistake)
    Aug 28, 2014. 06:39 PM | 5 Likes Like |Link to Comment
  • Breaking: Microsoft Will Unveil A Windows 9 Preview Next Month [View article]
    richjoy - you hit the nail on the head.
    Aug 22, 2014. 06:22 AM | Likes Like |Link to Comment
COMMENTS STATS
668 Comments
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