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kolpin

kolpin
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  • Identifying The Core Holdings In My Whistler Income And Growth Portfolio [View article]
    Inz--great comment! I'm right-brained by nature and creative by profession, so creating a rigid plan and adhering to specific rules doesn't really work for me. (Sell if there's a spin-off, sell if yield dips below 2.5%, etc.) If I think a stock presents a value, has great growth potential, and/or an increasing dividend, I don't worry if it does or doesn't fit a certain pre-fabricated rule; mine are loose guidelines. I do think there are many paths to becoming a successful investor.

    I agree that younger investors shouldn't take on more risk with speculative growth stocks, and furthermore, I don't believe older investors should take on more risk with high yield stocks. the desire for income can be just as dangerous as the desire for capital appreciation.
    Jan 5 03:49 PM | Likes Like |Link to Comment
  • My DGI Plan: How I Keep Investing Simple [View article]
    yup, it looks like we were reading the other report called "S&P Capital IQ report." so nice they named it twice!
    Jan 5 12:01 PM | Likes Like |Link to Comment
  • My DGI Plan: How I Keep Investing Simple [View article]
    I checked out a sample Morningstar newsletter today. I found it interesting to track how they migrated Unilever and GSK from their bellwether list to their two main portfolios. Had never really considered those two before--could be good candidates for future research.
    Jan 4 10:29 PM | 1 Like Like |Link to Comment
  • My DGI Plan: How I Keep Investing Simple [View article]
    bear with me here...I looked up JNJ under the S&P Capital IQ report. On page 1, there's a price performance chart. But next to it is a Key Statistics chart with earnings growth, payout ratios, etc. I don't see the quality rating?
    Jan 4 10:25 PM | Likes Like |Link to Comment
  • Identifying The Core Holdings In My Whistler Income And Growth Portfolio [View article]
    i think it's quite normal to be overweighted in certain sectors/positions at any stage in the game. Instead of trimming though, I just try to add to new or underweighted positions. For example, if you think you are a tad underweighted in healthcare, you could start a new position in JNJ, DVA, ABBV, UNH, or GSK. And I don't think it could hurt to plump up your industrials with a conglomerate like GE or staples like PM, or energy like XOM, COP, or SLB.
    Jan 4 04:09 PM | 2 Likes Like |Link to Comment
  • GlaxoSmithKline: Collecting A Bond-Like Yield While Waiting For Significant Share Appreciation [View article]
    I've been a bit dubious about BMY because of their patent expirations, but I've continued to hold because my position is so small. I'm also long MRK but have been disappointed by their dividend growth, but perhaps one can't view pharmas through the traditional dividend growth lens.

    you make a very good case for GSK. do you view recent setbacks on their Phase 3 muscular dystrophy drug and heart drug darapladib as significant? obviously from your link there are many more drugs in their pipeline, but these were in the later stages.

    i'm also long GILD but contemplating adding CELG or AMGN.
    Jan 4 02:27 PM | Likes Like |Link to Comment
  • The REIT Way To Become A Disciplined Dividend Investor [View article]
    Bob--Are your DLR performance numbers above from your July 30th comment? Because DLR has actually rebounded by more than 11% this past month. While I caution against being too optimistic at this point in time, it's possible that the falling knife has come to a rest.
    Jan 4 01:43 PM | 1 Like Like |Link to Comment
  • 2013 Review And Plan For 2014 [View article]
    haha! i made the ill-timed decision of selling both my DD position and various Fidelity index funds early in the year (which ended up returning 32%). my constant monitoring of my own dividend growth portfolio netted me around 27%. of course I'm happy with that, but it's funny how the best laid investing plans work out.

    I've always wanted to hike the Appalachian Trail btw! I climbed Mt. Kilimanjaro in Africa, and it was definitely about pacing yourself for the long haul, not as a sprint!
    Jan 4 01:25 PM | Likes Like |Link to Comment
  • Value Can Still Be Found In This Market: 5 Examples [View article]
    you need nerves of steel if you're focused on total return like I am.
    Jan 4 12:59 PM | 2 Likes Like |Link to Comment
  • GlaxoSmithKline: Collecting A Bond-Like Yield While Waiting For Significant Share Appreciation [View article]
    Alexander, in addition to GSK, which drug and/or biotech companies do you believe to have the promising pipelines? I am long BMY, but feel that it is too overvalued to add more.
    Jan 4 12:42 PM | 1 Like Like |Link to Comment
  • Value Can Still Be Found In This Market: 5 Examples [View article]
    I'm long AFL, QCOM, WFC, but would sell any in a heartbeat in a market downturn. DE however, is much too risky/cyclical for my blood. I've owned CAT for the past two years, and you need nerves of steel for those kind of cyclical plays!
    Jan 4 12:32 PM | 1 Like Like |Link to Comment
  • Identifying The Core Holdings In My Whistler Income And Growth Portfolio [View article]
    Canadian--your articles are always a pleasure to read! I could definitely see some of your non-core to core, depending on your level of comfort--like BAX, BP, QCOM, for example. So your current ratio of core to non-core doesn't seem too far off balance.

    Can you expand upon which of your core holdings look to have high total returns in the next 5 years according to FAST Graphs?

    Also, do you still hold CAT in your portfolio?
    Jan 4 12:17 PM | 1 Like Like |Link to Comment
  • My DGI Plan: How I Keep Investing Simple [View article]
    has the Morningstar Dividend Investor newsletter uncovered new undervalued gems for you to invest in, or does it just more or less confirm that PM, KO, and other dividend stalwarts are good buys?
    Jan 4 12:46 AM | Likes Like |Link to Comment
  • 2014 Stock Picks: 19 Out Of 275 [View article]
    I really appreciate the effort you put forth in compiling all this info--I've been looking for something like this. Have you found any particular bank or publication to be more spot-on (or less) than others with their predictions over the years? I've tended to follow Barclays picks, but that's primarily because they offer up so many--some of them have to be right!
    Jan 3 12:00 AM | 3 Likes Like |Link to Comment
  • I Swear It's Not Too Late To Find Gains In Bank Of America [View article]
    Anyone else also own C? I'm tempted to buy, as it's price action seems to indicate that it could be coiling up for a bigger move this year.
    Jan 2 09:09 PM | Likes Like |Link to Comment
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