Seeking Alpha

kolpin

kolpin
Send Message
View as an RSS Feed
View kolpin's Comments BY TICKER:
Latest  |  Highest rated
  • Differing Outlooks On The Market [View article]
    Mike/chowder--

    not sure where this comment will end up on the stream, but MDT raised its dividend by nearly 25% on Friday.

    long MDT and want to own BDX…still waiting on deeper value though.
    Jun 21, 2015. 10:37 PM | 2 Likes Like |Link to Comment
  • Illustrating Why Hershey Remains The Best Value In The Food Processing Space [View article]
    I just opened a smallish position (1/4 position) to test the waters.

    I'm hoping there will be a nice 10% divvy raise next month.
    Jun 19, 2015. 03:44 PM | 1 Like Like |Link to Comment
  • Top 10 Utilities For Dividend Growth And Income [View article]
    Eric--

    When you refer to the 5 yr Dividend CAGR, is that your way of saying the Compound Annual Growth Rate, or yearly total return if smoothed over a period of 5 years? I've quite familiar with CAGR, but for some reason, I haven't noticed seeing the term "Dividend CAGR" before, and just want to make sure we mean the same thing.

    thanks!
    Jun 17, 2015. 01:37 PM | 1 Like Like |Link to Comment
  • The No. 1 Stock In The World - Part 3 [View article]
    Good point, Ian. That's why I'm still long both MCD and WMT. My preferred method is to trim these stocks back from full positions over a period of time. This will give them as long a runway as possible to turn their businesses around.
    Jun 15, 2015. 12:54 PM | 2 Likes Like |Link to Comment
  • The No. 1 Stock In The World - Part 3 [View article]
    Eric--

    I think that the only company with a worse earnings trend than WMT is MCD, ha!

    I just trimmed my MCD recently when it popped over $100, but perhaps I should consider trimming WMT at some point too.
    Jun 15, 2015. 11:19 AM | Likes Like |Link to Comment
  • Shell No! I Won't Go Back To Rule-Changing Oil Giant [View article]
    chowder/Mike N--

    to be fair, M* also says COP has no moat. Their analysis neatly boils COP's lack of moat down to resource potential and production costs. Which basically is reflected in their analysis of Shell above.

    I don't have an opinion one way or another, but it would seem that any critique of Shell's moat would also apply to COP's moat.

    Re. Jefferson Research's stats, COP's earnings quality is stronger than RDS.A, but their valuation is higher, and their Operating Efficiency is also Weakest. Also, comparing COP to RDS.A, M* lists COP's Uncertainty level as High opposed to RDS.A's Medium Uncertainty level. And while S&P Capital IQ estimates Shell's three-year projected earnings per share CAGR at -5%, COP's estimated projected 3 YR EPS CAGR is at a whopping -24%.

    So judging by all the same metrics, wouldn't COP be a Sell if RDS.A is?

    BTW, I'm asking, not telling. I'm curious to hear other people's thoughts.
    Jun 12, 2015. 02:11 PM | 1 Like Like |Link to Comment
  • My Top 3 Fabulous Pharma Stocks [View article]
    Chuck--did you also consider BIIB for this article?
    Jun 9, 2015. 02:37 PM | 1 Like Like |Link to Comment
  • 10 Reasons Why Growth Stocks Can Be Appropriate For Retired Investors [View article]
    djsulli--

    although I'm not banking on it, I wouldn't be surprised if BIIB or CELG follow GILD and AMGN's suit and initiate a dividend sometime within the next couple of years. they've got the rock solid balance sheets to do so. I'm not long either BIIB or CELG at the moment, but it would be the dividend icing on the growth cake, wouldn't it?
    Jun 9, 2015. 10:53 AM | Likes Like |Link to Comment
  • Long Kraft As The Heinz Merger Radically Transforms The Company [View article]
    AP--

    Thanks, I really appreciate your minor tangent. Your YTD return speaks for itself, and certainly something to trumpet. My YTD return is around 3%, and while I'd def like to improve on that, I don't want to spend more than 10 hrs a week doing so---and am willing to buy and hold a bit more in order to spend less time doing so.

    However, in fairness, a couple months ago you noted that CL was a long term play for you. (in addition to V, WFC, BK, AAPL and SLB) But now you've sold CL a short time later. what changed to make you move CL from the long term buy and hold category? do you see the other stocks you listed as possible candidates to sell?
    Jun 8, 2015. 07:19 PM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Richjoy403 [View article]
    Rich--

    Yes, thanks---you and I exchanged some growth ideas on Chuck's article.
    Jun 8, 2015. 07:00 PM | Likes Like |Link to Comment
  • 20-Stock Retirement Income Portfolio [View article]
    Bill--I like that SBUX/MCD move you just made. I just trimmed 20% of my MCD position and am holding the cash right now. If SBUX retreats a bit, that's one of my positions I want to beef up a bit. DIS too. I'm a bit light in the consumer discretionary sector and I'd like to remedy that.
    Jun 8, 2015. 02:32 PM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Richjoy403 [View article]
    Rich--

    Apologies for being late to reading your interview, as it is yours I have looked most forward to! I really appreciate both your level of specificity within your answers, as well as your openness and honesty. I must also confess I have never written up a portfolio business plan either…partially for lack of time and partially because I tend to be more right brained in nature. I think that identifying one's own comfort level and investing style is paramount in becoming an SDI.

    As I am in my mid-30s, my main question for you is this…if you magically stepped into a time machine and were my age today, would either the make-up of your portfolio change (stock choices) or any of your risk moderation strategies change? in other words, are any elements of your current G&I strategy more conservative than they would otherwise be due to your age? for example, would you still be wedded to only dividend payers? would the opportunistic portion of your portfolio take up a greater portion of your portfolio?

    thanks again!
    Jun 8, 2015. 12:00 PM | 1 Like Like |Link to Comment
  • 10 Reasons Why Growth Stocks Can Be Appropriate For Retired Investors [View article]
    thanks Rich, I've actually been long ESRX since beginning of 2014 based on M*'s thorough research (it's held in their Stockinvestor portfolio), as well as Ray Merola's and Chuck's articles.

    CTSH and BIIB are other interesting choices for those who do not need dividends.

    long MA, SBUX, DIS, very long AAPL, and trimmed 20% of my MCD shares at $100 and change recently.
    Jun 7, 2015. 09:39 PM | Likes Like |Link to Comment
  • 10 Reasons Why Growth Stocks Can Be Appropriate For Retired Investors [View article]
    rich--

    MCK is a fast grower which shouldn't be affected by rising rates, as well as a number of consumer discretionary stocks: HD, LOW, SBUX, TWX, CMCSA, DIS, F, DLPH. Also, SCHW should really thrive in a rising interest rate environment, but it has a frozen divvy.

    I'll be interested if you have any candidates you're looking at more closely as well.
    Jun 7, 2015. 05:00 PM | 1 Like Like |Link to Comment
  • Long Kraft As The Heinz Merger Radically Transforms The Company [View article]
    Alexander--

    If DEO is bought up by 3G as well, do you view it as a ripe candidate for repurchasing in your portfolio? At what price?
    Jun 7, 2015. 10:53 AM | Likes Like |Link to Comment
COMMENTS STATS
1,358 Comments
1,200 Likes