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kolpin

kolpin
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  • Is It Time To Buy Target? [View article]
    I think that the retail environment has been challenging overall (e-commerce, bad weather), but within that sector, WMT/TGT are each facing their own separate issues. It's hard for WMT to improve on their margins b/c their brand is based on aggressive price discounting, yet they're upping their capital expenditure to open 270-300 small stores this year, they're probably hurt the most by food stamp cuts (or so they say), and due to their size--how much growth are you really going to see? TGT of course has been hit by the botched Canada rollout and the security breach.

    I'm long both TGT and WMT and monitoring, but I don't anticipate an quick turnaround. It'll take time for the positive impact of Walmart's Neighborhood Markets and TGT's Canada stores to show up. Just like it'll take time for behemoths like KO/MCD to turn around as well. I guess it just depends on your time frame as an investor.
    Feb 22 01:31 PM | 1 Like Like |Link to Comment
  • 30 And Under Portfolio: Q4 2013 Update [View article]
    I'm in my early 30s, and have been investing for a few years now. There are actually a few undervalued/fairly dividend payers you might want to consider adding to your watchlist. Among them are: AFL, GE, PEP, BAX. I also have a few positions that pay a dividend but are more growth oriented (MA, SBUX), which I think is impt for youngsters like us. I also like your idea of lowering your minimum investment amount, so you're scaling into more positions.

    You look to be one of the lucky few that hasn't lost his shirt with mREITs! Since you're not in need of income like a retiree might be, I'm not sure that it's a risk worth taking. But perhaps you should at least set up a stop loss or some kind of selling rule, so you minimize any losses you might see. I've seen too many people on SA who hold mREITs and they're down 30% even with all the divvies, but still hold onto the hope they'll bounce back.
    Feb 22 11:54 AM | Likes Like |Link to Comment
  • Will The Allure Of Dividend Growth Continue? [View article]
    scoob--

    It seems to me that it will take some time for WMT to improve--with the increase in capex, lower margins and trying to stave off the Amazons of the world. I guess I look at my WMT the same way I look at my KO/MCD--they're big ships with not so rosy immediate outlooks that will take time to turn around. but they're also not going to sink either. they're my "bear market" insurance that will probably outperform in tougher economic times rather than right now.

    guess it all depends on your time frame (and cap gains tax if you're not holding your WMT in a retirement acct). good luck to all of us!
    Feb 21 11:39 PM | 1 Like Like |Link to Comment
  • Is It Time To Buy Target? [View article]
    a dividend increase is far from the only signal you should look at to judge future prospects of the company. the potentially disturbing signs happened long before this week. for example, if you had been tracking WMT's earnings reports all along, you would have realized that they missed sales projections 6 quarters in a row, posted declining same store sales, lowered guidance for 2014.

    there were a lot of investors who were gobbling up WMT b/c of the 18% divvy increase last year, instead of paying attention to earnings reports.
    Feb 21 08:43 PM | 1 Like Like |Link to Comment
  • Will The Allure Of Dividend Growth Continue? [View article]
    scuba--also consider the fact that many retailers and consumer stocks have been struggling as of late. TGT especially, but ROST, BBBY, COST etc just to name a few. So if you think their lackluster sales/revs are due to similar issues, is switching from WMT to TGT a significant upgrade?
    Feb 21 07:31 PM | Likes Like |Link to Comment
  • Is It Time To Buy Target? [View article]
    mind you, their last dividend increase before that was 18%.
    Feb 21 06:02 PM | 1 Like Like |Link to Comment
  • 2014 Strategies And Stocks, Part 7: Apple Inc. [View article]
    Ray--this is totally off topic, but on the topic of one of your other favorite stocks. what did you think of ESRX's earnings report, and do you plan to write an updated article on the stock anytime soon?
    Feb 20 08:56 PM | 1 Like Like |Link to Comment
  • Will The Allure Of Dividend Growth Continue? [View article]
    Out of curiosity, how long did everyone own WMT before they sold it? I wonder if those of us who've held it longer are OK with weathering the storm a bit more? admittedly, WMT's earnings report kinda sucked, but I bought it in 2005 @$49, so I'm ok with sitting tight. It's been through a lot worse!
    Feb 20 07:59 PM | Likes Like |Link to Comment
  • Wal-Mart: Clearly Undervalued And With An Upcoming Dividend Hike Catalyst [View article]
    nice job, conservative. a good reminder to us all to do our due diligence.

    that being said, I've owned WMT for almost 10 years now, so i'm not going anywhere anytime soon.
    Feb 20 01:28 PM | Likes Like |Link to Comment
  • So What Are My Vodafone Shares Worth? [View article]
    I sold from my Roth IRA today. less due to any worries about VOD/VZ per say, but I think I can find more immediate capital appreciation elsewhere. I am totally open to buying back into VOD/VZ at a later date.
    Feb 19 03:23 PM | 1 Like Like |Link to Comment
  • Should I Buy A Stock At Its 52-Week High? [View article]
    in theory, I see nothing wrong with buying at 52 week highs. In fact, stocks that exhibit the most strength during a market pullback often lead the market higher when it recovers, and and many stocks that were weak (e.g. PM and TGT) continue to be be weak.

    in practice though, I have rarely ever bought a stock at a 52 week high. usually there are enough stocks on my watchlist where a couple of them are fairly or undervalued at a given time and they're also below 52 week highs. cause dang it, there's just something that feels good about buying a stock at a slight "bargain."

    Div Guy--did you ever consider averaging down your cost basis in MCD/WMT when they dipped?
    Feb 18 07:39 PM | 1 Like Like |Link to Comment
  • My Fourth Quarter Portfolio Review [View article]
    yikes, Josh, tell us how you really feel about RCI!!

    thanks for sharing, chowder. interesting that he has still held onto INTC in the Builder portfolio, even though it's "lightly held."

    telecom stocks have had a rather challenging year, I must say, and frankly more volatile than I would have expected. they're a very small % of my portfolio, and I suspect that it will stay that way.
    Feb 18 06:57 PM | 1 Like Like |Link to Comment
  • A Young Investor's Portfolio - 2013 Review [View article]
    obgyn--

    I can only speak for myself, but I wouldn't forgo stocks like KO/XOM for V/SBUX, as much as embrace both kinds of stocks---putting valuation first when timing your purchases. Both growthier stocks and foundational DG stocks can often command premium PEs, so they're sometimes harder to value--Chuck Carnevale's articles, his FAST Graphs and analyzing historic PEs may help you in that regard. ultimately you should do what makes you most comfortable.
    Feb 18 11:12 AM | 1 Like Like |Link to Comment
  • Dividend Portfolio Rebalancing Smarty-Style [View instapost]
    thanks for sharing, smarty. I'm long 5 of your 8, but considering selling RCI and BMY at some point in the future. In fact, I keep on meaning to sell BMY, but it just goes up and up--and it now seems to trade more like a growth/biotech company than a big pharma stock.

    did you simply trim your holdings or did you sell your entire position?
    Feb 17 11:55 PM | Likes Like |Link to Comment
  • A Young Investor's Portfolio - 2013 Review [View article]
    Paul--I'd add that there are growth stocks du jour with sky high PEs like AMZN or NFLX and then there are reasonably valued growth stocks with growing earnings like CTSH or ESRX that a 20-30 year old might do well to consider when building their portfolios. And while some may disagree, perhaps the latter kind of growth stock is even a better choice for a young portfolio than say, adding a utility stock.
    Feb 17 09:25 PM | Likes Like |Link to Comment
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