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kolpin

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  • Hard Times Will Continue At These Iconic American Retail Plays [View article]
    Brett--if short term you believe that all are dead money, which of the three do you believe has the best intermediate/long term prospects?
    Aug 19, 2014. 02:52 PM | Likes Like |Link to Comment
  • Wal-Mart: The Time To Buy Is When No One Likes A Quality Dividend Company [View article]
    WMT and MCD are two of my biggest underperformers in my portfolio over the past two years, and whereas I'm not particularly optimistic about MCD, I like what I've been hearing and seeing about WMT's future plans. It's tough to move the growth needle with either business, but I think WMT's Neighborhood Market concept in more convenient urban centers is exactly where they should be concentrating their energies, as well as their move into inexpensive organic food and Price First lines, and Savings Catcher app which will make it way easier for frugal schmugals to save without having to compare ads. on the other hand, MCD's new strategy of making their menu smaller and creating more efficient prep stations just don't feel innovative enough.

    MCD's yield and div growth may be higher right now, but long term, I believe WMT's investment in Neighborhood Markets will pay off with higher dividends.
    Aug 18, 2014. 11:41 PM | 3 Likes Like |Link to Comment
  • General Mills: Well Positioned In Many Great Sectors, Valuation Elevated [View article]
    corn prices at 4 year lows is good news for cereal makers like GIS, K:

    http://on.wsj.com/1uOOqsC
    Aug 18, 2014. 04:44 PM | 2 Likes Like |Link to Comment
  • Why Gilead Is The Most Exciting Growth Opportunity In 2014 [View article]
    Chuck--that is exactly what i was hoping to hear, and I would expect no less from you (than to include extensive data and facts to back up your recommendations). thank you!
    Aug 18, 2014. 04:30 PM | Likes Like |Link to Comment
  • McDonald's: China Supplier Concern Is An Opportunity [View article]
    lol, if you're not so smart, I'm a real dummy. but a lazy dummy, which sometimes works in my favor (I always meant to sell KMI but never did) and sometimes not (MCD and TGT so far). I don't think MCD's goose is Kodak-cooked by any stretch of the imagination, but I do think its goose is so gigantic that it will take eons to turn that thing around in the rotisserie oven. (hopefully you get my ungainly metaphor) And is its goose that much different from WMT or TGT's goose? maybe, maybenot.

    btw, I was back east this summer for a month, and I came to the realization that Shake Shack's yumminess beats In-N-Out hands down. and they're in discussions to IPO.
    Aug 17, 2014. 10:45 PM | Likes Like |Link to Comment
  • McDonald's: China Supplier Concern Is An Opportunity [View article]
    maybe--I see you like MCD but not TGT. any reason why? I've been putting together my current portfolio's "sell" list, and I've been sorely tempted to put MCD on it. was tempted to sell at the end of 2012, decided to give it another year, then gave it another year reprieve, and now still no improvement. the China meat supplier concern is a passing issue, but the fact that it's consistently missing on earnings, missing on revenues, and same store sales just keep on dropping has me about to give up hope. At least TGT seems adequately alarmed about the breach/Canada rollout and they seem to taking be action in the aftermath. MCD has been slowly sinking like the Titanic for quite some time now.
    Aug 17, 2014. 09:01 PM | 1 Like Like |Link to Comment
  • Why Gilead Is The Most Exciting Growth Opportunity In 2014 [View article]
    B3/Spoiled--Chuck was also instrumental in my purchase of AMGN/ESRX as well. The number of investors he has helped with his articles and FAST Graphs is mind-boggling. Anyone can suggest a stock to purchase, but to do so in a way that's grounded in substantive research, rooted in value/earnings, and presented in an accessible manner for investors of all kinds--Sir Carnevale truly has no peer!
    Aug 16, 2014. 02:55 PM | 12 Likes Like |Link to Comment
  • Why Gilead Is The Most Exciting Growth Opportunity In 2014 [View article]
    thanks, Chuck! I've been long GILD since 2007 and am glad I held on for the ride; it's now one of my largest positions. Also long AMGN.

    I know that ink is barely dry on this article, but it begs the question, what's your 2nd most exciting growth opportunity of 2014, that presents the rare combination of long term value and enormous earnings power and isn't AAPL? I'm eying other stocks you've profiled, including GOOG, CTSH, etc.
    Aug 16, 2014. 11:36 AM | 2 Likes Like |Link to Comment
  • Let Coca-Cola Energize Your Dividend Portfolio With Its Stake In Monster [View article]
    I own both KO and MCD primarily for their reliable, growing dividends (purchased in early 2012), but I'll admit it, their lack of share price appreciation (and stagnant revenues) has me rather depressed. as such, I haven't been adding to my positions recently on any dips. I don't intend to sell, but I'm also content to let them be small-ish ballasts in my portfolio.
    Aug 15, 2014. 04:47 PM | Likes Like |Link to Comment
  • Why GlaxoSmithKline Is A Tempting Buy [View article]
    the bribery charges don't bother me much from a business perspective, and in fact were a good time to pick up WMT shares back in spring 2012. the Advair competition worries me more, but goes with the territory when owning a pharma company. while its payout ratio is high, its dividend seems safe, so I initiated a very small position on the dip and may buy more if it continues to flounder.
    Aug 15, 2014. 04:34 PM | 1 Like Like |Link to Comment
  • The Comfort In Watching Coca-Cola Decline 25% [View article]
    steve-I like using free Ycharts for average yields and average PE ratios for the past 5 years, but have never thought of paying for more info than that.
    Aug 15, 2014. 04:03 PM | Likes Like |Link to Comment
  • Our Retirement Portfolio Business Plan - Legacy Edition - Part Two [View article]
    Bob,

    Thanks for sharing, and so conscientiously updating your business plan: legacy edition.

    If I may put on my "kid" hat for a minute--when your children inherit this portfolio, it's quite probable that they will have different yield considerations since they will still be working. Do your guidelines allow for your kids to purchase lower yielding stocks like V, DIS, SBUX?

    Also, it's quite possible that whomever inherits this portfolio will encounter a bear market or a severe market correction. Do you feel like you've spelled out specific instructions in that event? (i.e. Do nothing. Or stock up cash. Or reinvest dividends. Or buy on 5% dips on down.)

    Also, bonds may be in a very different place in 5-10 years. If the 10 year Treasury yields over 4%, will your DG stock/bond asset allocation change from where it stands now?

    just mulling the future, 10-20-30 years ahead...
    Aug 15, 2014. 03:49 PM | 6 Likes Like |Link to Comment
  • What I'm Doing With My Kinder Morgan Shares As A Dividend Growth Investor [View article]
    I'll admit it. I came very close to selling my KMI stake on a number of occasions. but laziness/inertia won the day and I'm glad to see the renewed growth potential.
    Aug 15, 2014. 02:36 PM | 1 Like Like |Link to Comment
  • Rogers Communications (USA) declares $0.4575 dividend [View news story]
    RCI's stock has been off for the past year and a half, unfortunately! I put in a limit sell order 6 months ago for $43, but no signs of it triggering anytime soon. sigh…guess, I'll collect the divvy and continue to wait.
    Aug 15, 2014. 02:21 PM | Likes Like |Link to Comment
  • Correction Arrived Early For Walgreen - So Now What After Only OK Dividend Hike? [View article]
    WAG hasn't been an income play for quite some time--the last time it yielded above 2.5% was in the beginning of 2013. So it's quite interesting that income focused investors have held onto the stock for so long. is it because WAG's relentless capital appreciation over the last year and a half made it kind of hard to let go? and now that the price is stagnating, is it easier to sell the stock?

    since I like both dividends and cap appreciation, I myself bought a small position at $32 and added a bit more at $59 recently. it seems more fairly valued to me than a screaming bargain, but what I like about WAG is the play on the macro trend of healthcare spending. pharmaceutical and healthcare spending is only going to go up, and I'd like to be along for the ride. (also long JNJ, GILD, ESRX, OHI)
    Aug 15, 2014. 12:38 PM | 1 Like Like |Link to Comment
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