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kolpin

kolpin
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  • Investors pulling the plug on utilities as Treasury yields rise [View news story]
    Agreed--for me to be even mildly interested in adding to my various ute positions, I'd need at least another 8%+ drop--though I'd prefer a much greater margin of safety. We'll see if it gets there over the next several months/by the end of the year. I'm in no rush.
    Feb 13, 2015. 02:22 PM | Likes Like |Link to Comment
  • The Dividend Growth Investing Mindset [View article]
    chowder--VFC has been tempting me lately as well, as its come into fair value and I want to beef up the Consumer Discretionary portion of my sector. But because S&P still rates it as mildly overvalued, I assume you wouldn't consider for Project 3 Million at this time?
    Feb 11, 2015. 11:51 AM | Likes Like |Link to Comment
  • The Dividend Growth Investing Mindset [View article]
    small--

    I echo chowder's words, small. And it's something I've noticed too. Your immense gratitude and positive look on life is a truly underrated quality, and something we should all strive to emulate. you are a guru as well!
    Feb 11, 2015. 11:17 AM | 9 Likes Like |Link to Comment
  • National Oilwell Varco - Caution In The Short Run, Optimistic In The Long Run [View article]
    Mike--I'm long SLB--which is primarily an oilfield services company--it gets most of its revenues come from its oilfield services division--think technology, project management tools, and information solutions. Same for HAL. they're both super-diversified.

    I don't know much about NOV, but it's classified more as an oilfield equipment company, so its focus is on building rigs and supplying hardware for rig upgrades and oilfield operations.

    while SLB and NOV definitely overlap in some of their operations, I think that NOV may be getting harder hit because of its equipment/rig focus. as you know, drillers like ESV and SDRL got creamed earlier this year.

    Also, NOV was just downgraded again by a bunch of analysts, so that had an immediate effect on the stock price.
    Feb 6, 2015. 11:02 AM | 2 Likes Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    what was strange about KN is that for the first 8 months, there was no initial hit. the stock price simply stagnated. I got impatient at it being range-bound without a dividend and sold at around 4 months.

    anyway, I hope those who still own KN recover their losses eventually; I've invested my money elsewhere.
    Feb 5, 2015. 09:04 PM | Likes Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    this is in no way meant to dampen your enthusiasm for spin-offs (because I've kept most of mine--MDLZ, ABBV, etc.), but I did sell Knowles, (KN) which was a spinoff of DOV, a high quality Dividend Champion in the Industrial sector. A few months after I sold, it tanked by 20% and has remained there. I sold because it didn't pay a dividend and I knew nothing about microphone companies.

    I think it's a good idea not to make any rash decision with spin-offs and to study the new company in depth before deciding whether or not to sell or buy more of.
    Feb 5, 2015. 07:47 PM | 1 Like Like |Link to Comment
  • McDonald's CEO Thompson to retire; Easterbrook named [View news story]
    wow! it's been a long time coming! this is the jolt that MCD has badly needed.
    Jan 28, 2015. 06:11 PM | 5 Likes Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    dataman2--

    if you click on chowder's profile (there's a link above just under his name), go to the About section at the top. Then click "More."

    All of his core positions are listed there.
    Jan 23, 2015. 12:43 PM | 2 Likes Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    DivInvestor7--I'll save Chowder the time on answering your ?. Yes, he purchased ABBV in a different account, his own account. Project 3 Million is his son's account.
    Jan 23, 2015. 12:39 PM | 1 Like Like |Link to Comment
  • Project $3 Million Dividend Results - Objectives [View article]
    Michael--chowder started the portfolio 5 years ago, so if you go back and calculate using 40 (not 35) years with an average annual total return of 8.25%, you'll get your 3 million.
    Jan 23, 2015. 12:36 PM | 4 Likes Like |Link to Comment
  • Making The Difficult Decision To Part Ways With BP [View article]
    Alex--

    GSK has looked rather perky recently..have you considered buying back in? I'll be curious to hear what their next earnings report looks likeā€¦since I'm long at an average cost basis of $48.
    Jan 23, 2015. 12:25 PM | Likes Like |Link to Comment
  • Have We Reached The Point Of Irrational Exuberance In The Utilities Sector? [View article]
    nice, timely article Eric.

    after a year of utilities' outperformance, I think that it's easy to forget that boring, old utility stocks can correct substantially too. even last year, most of them pulled back 10% or more at one point throughout the year. so I certainly wouldn't be surprised for them to undergo a 15-20% correction in the future.

    for now, I'm neither buying nor selling my utility stocks. in fact, I just looked through my account activity, and I haven't bought a single stock since Oct 15th. (although I have made a couple of sales and of course dividend reinvestments). that's a fairly long time for me to go without making a purchase, but I'm comfortable using the time to build up some cash. there just haven't been any screaming buys for me, I guess. I know a lot of people have been buying up energy stocks at bargain prices, but I kind of like keeping my energy sector target allocation at about 8% of my portfolio.
    Jan 23, 2015. 12:11 PM | Likes Like |Link to Comment
  • There's A Lot Of Value In The Information Technology Sector: The S&P 500 2015: Part 3 [View article]
    interesting, i've been itching to trade my QCOM in for CSCO, but QCOM has insisted on drifting lower while CSCO has drifted higher. maybe I'll get my chance in between their upcoming Jan/Feb earnings calls.
    Jan 23, 2015. 11:53 AM | 1 Like Like |Link to Comment
  • My 2014 Fourth Quarter Review: The Good, The Bad And The Ugly [View article]
    fyi, Bob, the incorrect total returns charts are still showing on my page. maybe SA editors haven't approved yet?

    does this new info affect your total return vs the S&P? if your total return is still the same, it's pretty impressive that you still managed to beat the S&P even with holdings like ESV, MAT, SDRL, TCAP, etc. do you think it was having a few REITs in your portfolio that helped?
    Jan 18, 2015. 10:36 PM | Likes Like |Link to Comment
  • The Energy Sector - Risk Or Opportunity? The S&P 500 2015: Part 2 [View article]
    rebel--

    while your advice makes sense, interestingly enough, SLB just reported earnings and gapped up. who woulda thunk?

    guess 9,000 layoffs, dialing back capex, and a bump in the dividend was better than the bad news that was expected.
    Jan 18, 2015. 10:08 PM | Likes Like |Link to Comment
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