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kolpin

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  • Dominion Resources Is Boosting Returns To Shareholders, But Is It A Buy? [View article]
    AVA is getting interesting too---I'd like under $30.
    Jun 5, 2015. 12:21 PM | Likes Like |Link to Comment
  • 10 Reasons Why Growth Stocks Can Be Appropriate For Retired Investors [View article]
    Chuck--I'm in total agreement that growth stocks can be wonderful investments for investors of all ages. However, I find that investing in growth stocks demands a higher degree of skill, patience, and a command of one's emotions (than investing with blue chip DG stocks). thus, i would recommend that investors with more emotional personalities or who get scared by market ups and downs to stick with the blue chippers. It's not that growth stocks are necessarily volatile, but I think that they require a certain strength of conviction over the long haul that a skittish investor is not likely to have.

    I find that I do best by limiting myself to making a few growth stock purchases at a time, so I don't spread myself too thin by having to monitor too many. Once my positions are up by 30%+ or more, than I feel ready to expand the number of positions.

    Chuck or anyone else with an interest in writing an article, I'd be very interested in a deeper discussion of strategies for managing growth stocks within a DG portfolio--how many positions to own, how to value them vs. your DG stocks, how to determine when to sell or trim, how to let your growth stocks run, etc. I think there are definitely a solid contingent of us DGI investors who find growth stocks appealing…now's the time to discuss investing in them on a deeper level!
    Jun 5, 2015. 12:20 PM | 4 Likes Like |Link to Comment
  • 10 Reasons Why Growth Stocks Can Be Appropriate For Retired Investors [View article]
    scoots--May I ask what percentage of your portfolio you allocate to growth stocks like PCLN, SWKS, AMBA, BIIB, etc.?
    Jun 5, 2015. 11:31 AM | 1 Like Like |Link to Comment
  • The No. 1 Stock In The World - Part 3 [View article]
    I say better to get single digit returns than negative returns!

    it's very possible that we'll slip into another bear market within the next 10 years, so I'd rather have JNJ to protect me on the downside even if it means giving up some upside during a bull market.
    Jun 4, 2015. 06:27 PM | 1 Like Like |Link to Comment
  • Recent Buy: Union Pacific Corporation [View article]
    DH--in the last few years, there have been near-constant rumors of the demise of railroads, somewhat reminiscent of the demise of the defense industry. i believe that railroads have an extraordinarily large moat (ya can't beat RRs for shipping freight on the cheap and they have a nearly unassailable barrier to entry) and volume declines are primarily driven by the decline in coal and now weak oil prices. volumes of intermodal, autos, and other products are up year over year.

    obviously RRs are very cyclical stocks and hugely dependent on the economy's health--so I would be prepared for large price swings. but i'm definitely not worried about the future of railroads--I think they'll be around for many years to come.
    Jun 4, 2015. 06:12 PM | 3 Likes Like |Link to Comment
  • Recent Buy: Union Pacific Corporation [View article]
    I really don't need to add UNP to my portfolio since I already am a long-time CSX and NSC owner, but at these prices, it is getting interesting. I've got a limit order at $98 and change…let's see if it triggers.
    Jun 4, 2015. 05:04 PM | 1 Like Like |Link to Comment
  • Dominion Resources Is Boosting Returns To Shareholders, But Is It A Buy? [View article]
    DH--did you buy more D?

    I have an open limit order at $65.20, but I'm the Queen of readjusting limit orders, so I'm open to adjusting upward to $67 or downward depending on the market.

    Accidentally added to my WPC this morning on an old limit order at $61.70, so I'm not in any real rush to buy more utes/REITs---think there still could be more downward pressure on stocks affected by interest rates.
    Jun 4, 2015. 12:09 PM | 1 Like Like |Link to Comment
  • The No. 1 Stock In The World - Part 2 [View article]
    Mike--

    I just flew back from my trip late last night, so I haven't had a chance to read your #1 stock series yet. I really want to thank you for including me in it!

    As usual, it looks like your articles generated a robust comment stream, and apologies for not being able to participate in it while being out of town. Can't wait to catch up!
    Jun 4, 2015. 10:45 AM | Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    i know I wouldn't mind that kind of quality name to my portfolio, but I'm hoping to buy a bit closer to a 2.5 yield. we'll see if it gets a bit closer.

    chowder--you wouldn't make an exception for a name like HSY? I seem to remember that for certain core positions, you don't mind buying around fair value? is HSY not one of those names, or is it just that you still want some small discount to FV from both firms?
    Jun 4, 2015. 10:39 AM | Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    chowder--have you considered ESRX or repurchasing CTSH as your growth plays? I've been long ESRX for a few years, but missed out on CTSH since I decided that my IBM position overlapped with CTSH. now I regret not purchasing it!
    Jun 4, 2015. 10:29 AM | Likes Like |Link to Comment
  • Should I Have Followed My Advisor's Advice ? A Look At 4 Year Performance [View article]
    also firstrade:

    http://bit.ly/1dl98KT
    May 20, 2015. 04:51 PM | Likes Like |Link to Comment
  • Bank Of America Corp: Has The Turnaround Finally Come? [View article]
    BAC is a dog if you bought at the wrong time.

    However, I bought at $7 in 2012 and have been quite pleased by my 132% total return, with divvies reinvested.

    BAC's turnaround started several years ago, and with higher interest rates, will continue to do well. I'll probably trim half and let the other half ride.
    May 20, 2015. 03:12 PM | 5 Likes Like |Link to Comment
  • Portfolio Introduction: Starting From Scratch And Learning Along The Way [View article]
    Eric--

    You mentioned ABT/ABBV above. Did you own before the split and continued to hold? I know a lot of people sold their positions because of the uncertainty of the dividend, though it was raised subsequently and substantially.

    i'm long all ABT, ABBV (pre-split), as well as BAX. i will admit that BAX is on my shortlist of possible candidates to sell--not because of the dividend however, more due to the lack of total return. ABT/ABBV had been a stellar performer prior to the spinoff, so there was no reason for me to sell.
    May 20, 2015. 03:07 PM | Likes Like |Link to Comment
  • Should I Have Followed My Advisor's Advice ? A Look At 4 Year Performance [View article]
    Mike--

    if you have $100k with T Rowe Price:

    http://trowe.com/1dkNUwN (Yes, I know this link doesn't work. For some reason Seeking Alpha's link shortcuts are transforming a working link into a non-working shorter link. They've done this on several occasions. very frustrating. Anyway I cut and pasted the text on the page below. You can email me and I'll send you the real link in the body of an email.)

    Preferred Services is for investors with $100,000 or more in assets* invested with T. Rowe Price. We automatically enroll you in our comprehensive suite of complimentary benefits and services to better serve your investment needs, including:

    As a Preferred Services client, a dedicated toll-free telephone number will put you directly in touch with our experienced Service Associates who are ready to assist you with mutual fund transactions, questions concerning your account, and inquiries regarding T. Rowe Price mutual funds and services.

    Through the Preferred Services website, you have access to complimentary online resources to help you manage your investments and stay well informed. These online benefits include:

    Morningstar.com's Premium Membership—This complimentary subscription (a $199/year value) entitles you to full Premium privileges on Morningstar.com.
    Research & News powered by Interactive Data—Get up-to-date news headlines and analytical tools. Research, evaluate, and track investments using the enhanced stock screener and charting options.
    Online Personal Guides—Whether you are saving to buy a new house, looking to diversify your portfolio, or seeking retirement income, T. Rowe Price Personal Guides can help you match investments with your financial objectives.
    May 20, 2015. 02:46 PM | Likes Like |Link to Comment
  • McDonald's Is On The Sell Clock [View article]
    I'm not deploying my profits anywhere at the moment, simply raising cash in case there is a broader pullback. In fact, I've only purchased one stock this year (ABBV), though I have been rather tempted by UNP and various utes, but nothing has reached my target price. I'm in no rush.
    May 20, 2015. 01:33 PM | Likes Like |Link to Comment
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