Team Alpha Retirement Portfolio: Use The Cycle Rotation To Grow Dividends And Gains [View article]
I agree on the shift to more risk on assets like technology stocks. I'm a long time holder of MSFT since the early 90s, but have actually been surprised that it has recently broke out of its range-bound price action. do you see much further upside from here?
I also held onto INTC from my purchase last summer, so I'm now pleasantly whole again on my initial purchase. did you own INTC at one point in your Team Alpha portfolio? and if you sold, has anything fundamentally changed your mind that makes you think it's a buy now?
Of the two, I'm more bullish on INTC. I believe that if and when AAPL recovers, INTC will be lifted as well.
Also, do you think that any of your stocks in your Young and Aggressive portfolio will benefit from tech sector rotation?
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
norman--you mentioned above that you'd hold CAT forever. I'm curious as to your reason why, since it's such a volatile cyclical stock. most of my dividend stocks are buy and holds, but with CAT, I have a definite sell plan in place--somewhere north of $100.
The Type Of Dividend Stocks You Should Put In A Roth IRA [View article]
One thing I've always wondered, but have never quite found the answer to---what kind of stocks should you put in a Traditional IRA? I may eventually convert my Traditional into a Roth, but I'm not sure yet. Maybe the answer is the exact same kind of high dividend payers you'd put in a Roth, but if anyone knows the answer for sure, I'd appreciate it!
4 Oversold Stocks For Patient Investors [View article]
thanks Brian--I really enjoy the format of this article, esp your buy point ranges. AMGN has been on my watchlist for some time.
have any REITs or utilities cropped up on your list as oversold with good fundamental stories? I'm eying O and SO among them, but hope they come down further.
Dividend Growth Winners And Losers When Rates Rise [View article]
nice, timely article on a topic that many of us are concerned about!! But I've often heard 1994 used as a more apt comparison to the current state of the markets. I wasn't an investor back then, but I believe the Fed had kept interest rates low for several years prior and started to make the first of its increases. do you know how REITS/utilities/MLPs etc. performed back then? it might be interesting to see if there are commonalities between 1994, 1999, and now as well.
NV Energy Bought By Buffett - Replaced With SCANA In HYLP Model Portfolio [View instapost]
Thanks! Ive been hoping to add some utilities to my portfolio, and accidentally bought NEE the other week on an old limit order I set last fall, during an AM flash crash. Hopefully there will be more happy accidents soon! Do you find SCG to be fairly valued right now?
Retired Investors: Turbulence Has Returned [View article]
I confess that it's actually much harder for me to buy a stock that goes up from my purchase price--guess it's the bargain hunter in me. As soon as I buy my first batch of shares, I almost immediately set a limit order for a 2nd batch of shares about 5% lower. I almost never get a chance to buy the 3rd and fourth/final batch of shares, because most stocks on my buy list usually reverse and shoot up from there. the result is that i have a lot of 50% weight positions.
I usually buy 25% at a time, 4x, but I am toying with reducing it to 3x, perhaps making a 25% initial purchase, then a 50% second purchase. and then a final 25% purchase to get to the fully weighted position.
Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
Gratian--I couldn't agree more. when I determine a buy price for a stock on my watch list, I tend to look at price action for the past 6 months and pick a low that has a lot of support. for O, I might nibble a bit at $43, then take a bigger position at $38, etc. it may not be totally scientific, but it works for me!
Is The Pullback In Utilities And REITs Leading A Market Correction? [View article]
historically, utilities haven't been a safe bet as interest rates rise. I'd imagine REITs are also negatively affected due to rising rates as the cost of borrowing to acquire new properties increases. not that I think these sectors are necessarily set to crash, but thank the Lord for FAST Graphs reminding us not to buy stocks til they come back down to fair value. O, you are going to have to wait a bit longer, my friend.
thanks chowder--I'll also be psyched to see utility stock prices to come back to earth in price as well. I'm not expecting much capital appreciation in them over the next year or two, but I'd like to avoid depreciation! :) I've set my limit orders for another 5% drop below where many of them reside.
A Moderate-Risk, High-Reward Dividend Play [View article]
also, insurance stocks benefit from rising interest rates, so now's a great time to invest in AFL while it's still undervalued. does anyone have thoughts on TRV, CB (as mentioned above), MET, PRU, AIG as a potential second bet in the insurance space?
S&P 500's Fundamentals: Update On Earnings, Valuation And Estimates [View article]
thanks--I always find it hard to cut through earnings announcements clutter, so this helps! can you tell me where I can find the full list of companies with positive and negative revisions? I like your abbreviated list.
chowder--as the resident utilities guru, is the trend still my friend in this sector? they've been pulling back lately, and I wonder if they'll revert back to fair value now. I'm also curious how they'll fare as interest rates rise--though perhaps that won't be for another year or so.
I'm eager to acquire more utilities, but have struggled to find any that are undervalued. I did buy a small position in NEE by accident last week during the morning flash crash. I had set a limit buy order for $68 back in November, and it was filled as shares tumbled. too bad I didn't set my limit order for $35! :-)
Team Alpha Retirement Portfolio: Use The Cycle Rotation To Grow Dividends And Gains [View article]
I also held onto INTC from my purchase last summer, so I'm now pleasantly whole again on my initial purchase. did you own INTC at one point in your Team Alpha portfolio? and if you sold, has anything fundamentally changed your mind that makes you think it's a buy now?
Of the two, I'm more bullish on INTC. I believe that if and when AAPL recovers, INTC will be lifted as well.
Also, do you think that any of your stocks in your Young and Aggressive portfolio will benefit from tech sector rotation?
Caterpillar: 15% Dividend Increase Makes It A Buy [View article]
The Type Of Dividend Stocks You Should Put In A Roth IRA [View article]
4 Oversold Stocks For Patient Investors [View article]
have any REITs or utilities cropped up on your list as oversold with good fundamental stories? I'm eying O and SO among them, but hope they come down further.
Dividend Growth Winners And Losers When Rates Rise [View article]
Data Shows Why Rates Will Continue Higher In 2013 - What To Do Now [View article]
NV Energy Bought By Buffett - Replaced With SCANA In HYLP Model Portfolio [View instapost]
Retired Investors: Turbulence Has Returned [View article]
I usually buy 25% at a time, 4x, but I am toying with reducing it to 3x, perhaps making a 25% initial purchase, then a 50% second purchase. and then a final 25% purchase to get to the fully weighted position.
NV Energy Bought By Buffett - Replaced With SCANA In HYLP Model Portfolio [View instapost]
Realty Income Is Simply A Great REIT And Nowhere Close To A Bubble [View article]
Is The Pullback In Utilities And REITs Leading A Market Correction? [View article]
The Trend Is Your Friend [View instapost]
A Moderate-Risk, High-Reward Dividend Play [View article]
S&P 500's Fundamentals: Update On Earnings, Valuation And Estimates [View article]
The Trend Is Your Friend [View instapost]
I'm eager to acquire more utilities, but have struggled to find any that are undervalued. I did buy a small position in NEE by accident last week during the morning flash crash. I had set a limit buy order for $68 back in November, and it was filled as shares tumbled. too bad I didn't set my limit order for $35! :-)