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kolpin

kolpin
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  • Income Investors: Be Ready For More Bargains [View article]
    I deployed about 25% of my cash, though had hoped to use up about 50%. bought JNJ, PM, and MA, among others.

    interesting how many consumer staples stocks tanked, but a lot of healthcare stocks held up quite well.
    Feb 11 06:22 PM | 1 Like Like |Link to Comment
  • Reduce Risk Of Buying A Lower Quality Company For A Higher Yield And Return [View article]
    "price opportunity" is exactly why I'm happy to buy the same stock days/weeks/months after. if a stock is being unfairly punished due to bad news that's more hype than reality or due to a general market swoon, I love nothing more than to average down my cost basis.

    my crystal ball for stock price action is unfortunately only right 55% of the time, so waiting for the exact rock bottom does me no good.

    SDS--Since I'm almost always unsure of the momentum, I always wait for my buy price, buy 20-25%, and then happily buy more if it goes down.
    Feb 11 02:20 PM | Likes Like |Link to Comment
  • Why Altria Group Is A Great Buy At Current Levels [View article]
    I think that one's ability to monitor a certain size portfolio is up to the particular individual's investing style. but it would be an interesting idea for an article to compare the performance of portfolios containing 25 vs 50 vs 75 stocks. is there actually a dilution of performance with 25 vs 75? I'm not sure…but I am curious!
    Feb 11 12:55 PM | Likes Like |Link to Comment
  • Target: Be Greedy While Others Are Fearful [View article]
    I usually don't like to buy a stock ahead of earnings, but because TGT's share price has already been hit so hard, I wonder if all of the doom and gloom news has been baked in already. I'm debating adding a little now, and a little more after earnings if the price continues to drop.
    Feb 10 10:26 PM | Likes Like |Link to Comment
  • My Mad Method: What Next To Buy, And Why? - February, 2014 [View article]
    JD--due to the higher degree of risk that mREITs carry, have you developed any selling guidelines or possible exit strategy should losses get too big or if dividend cuts continue? I'm guessing that the temporary respite in mREIT price declines may be due to the fact that interest rates have actually not risen as expected yet, but if/when they do, the pain will continue.
    Feb 10 10:23 PM | Likes Like |Link to Comment
  • Reduce Risk Of Buying A Lower Quality Company For A Higher Yield And Return [View article]
    there is one other guideline I try to adhere to. If a stock I own starts to pullback and I want to buy additional shares, I'll wait for it to drop by a certain %, usually around 5%. in order to make a 3rd purchase, I'll set my limit order for another 5% lower from there. so that way, I'm significantly lowering my average cost basis each time I make a new purchase.

    and btw, I didn't mean to say that stop loss orders don't ever work--I think if you're buying a speculative, highly volatile stock like TSLA or NFLX it's highly advisable--but with most quality DG stocks and even lesser quality stocks like DLR, I just don't know if it's necessary or advisable (unless you're highly risk adverse).
    Feb 10 09:39 PM | Likes Like |Link to Comment
  • Reduce Risk Of Buying A Lower Quality Company For A Higher Yield And Return [View article]
    I absolutely follow Rule #1, often building positions in 20% increments--especially if I'm unsure if the stock's momentum is to the downside. Though my positions are not completely weighted equally, they generally average 2% of my portfolio or less.

    As to the rest of the rules, I do try to buy undervalued, quality stocks, but don't have any definitive guidelines per say. And I don't believe in setting loss rules, because I think that more times than not it can cause you to sell a perfectly good position which is undergoing hard times. Now's the time to buy PM, TGT, DLR, etc., not to sell it.
    Feb 10 07:59 PM | 2 Likes Like |Link to Comment
  • The Hep C Race Is Heating Up: AbbVie Vs. Gilead [View article]
    do you think it's winner takes all in the Hep C race, or is there room for both ABBV and GILD to succeed? I'm long a little ABBV and a lot of GILD.
    Feb 10 05:42 PM | 1 Like Like |Link to Comment
  • Buying On The Dip, A Strategy [View article]
    Bob--

    Thanks for the article!

    But I don't know that it's just cyclical industries leading the decline. In fact, Consumer Staples has been one of the worst performing sectors this year--even though it's traditionally a defensive sector.
    Feb 10 02:56 PM | 1 Like Like |Link to Comment
  • These 6 Stocks Made The 'Top 40 Dividend Growth Stocks' For 7 Straight Years [View article]
    Thanks for the update, DVK!

    Did the 4 (ABT, CB, MMM, VFC) drop off more to subjective reasons of yours or because they didn't fit certain quantitative (yield/valuation/dividend growth) metrics?

    I am long ABT, MMM.
    Feb 10 01:10 PM | 1 Like Like |Link to Comment
  • Don't Worry About The Credit Card Breach At Target Corporation [View article]
    doug/mike--are either of you considering adding more here? averaging down my cost basis always puts in a silver lining in a paper loss.

    My position is pretty small, so I'm thinking about adding a little now, and a little after earnings.
    Feb 10 12:00 PM | 2 Likes Like |Link to Comment
  • CVS's $2 Billion Gamble Against Tobacco [View article]
    of course they can be.

    but now that CVS has made the choice to go ahead and do so, will their bottom line be hurt by shifting its focus to health care? In the short run, quite possibly. It may take time to effectively ramp up: hire qualified nurse practitioners/physician's assistants, etc. But in the long run, there's certainly a market for 24/7 health care just down the street.
    Feb 10 11:56 AM | Likes Like |Link to Comment
  • CVS's $2 Billion Gamble Against Tobacco [View article]
    if CVS can effectively bolster its reputation as a one stop health care shop, then the impact felt by the loss of cigarette revenues will be minimal. imagine how much money CVS can make off enrolling people in smoking cessation programs, in addition to offering basic health care like flu shots, vaccines and cholesterol tests, and treating minor illnesses when your doctor isn't available. I think it will take time for CVS to ramp up, but there's a lot of money to be made in health care long term.
    Feb 10 01:23 AM | 1 Like Like |Link to Comment
  • So What Are My Vodafone Shares Worth? [View article]
    thanks ray/mike--I was thinking the cash amount looked a bit miserly. :-)

    ray--thanks for walking me through this. the example above clarified everything for me.

    just one more question--as I never did receive a proxy in the mail, do you have any idea if that form requires you to make any decisions prior to the disbursement? (e.g. taking the cash as cash vs. reinvesting it into VOD, or keeping vs. selling off the VZ shares etc.) or can one just wait til after 2/21 and make decisions then?
    Feb 9 10:01 PM | Likes Like |Link to Comment
  • What's Wrong With Kinder Morgan? [View article]
    Seeking--so would you go so far as to say KMI is a sell? with EPB as a drag on its growth, mammoth size, high cost of capital, the stagnant share price and now the lawsuit….I'm keeping a close on KMI, but haven't made any decisions yet.
    Feb 9 09:42 PM | Likes Like |Link to Comment
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