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  • 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
  • McDonald's Is On The Sell Clock  [View article]
    Well, I finally did it today. Trimmed about 15% of my MCD stock on the pop today. I'll wait another quarter at least to decide what i'll do with the rest.
    May 19, 2015. 05:28 PM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Rosenose  [View article]
    heh heh, that's called a tent, as10675.
    May 19, 2015. 12:40 PM | 2 Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Rosenose  [View article]
    Archman--

    I couldn't agree more with your statement, and would like to hear more from you as well in a Q&A.

    I think that the DGI segment of SA is comprised predominantly of older investors nearing retirement or at retirement and thus don't feel comfortable taking on risk or less backward looking criteria, as well as younger investors that are just starting to construct their portfolio and want to ensure that they start out with "safe" bets and then branch out eventually. So then you're reduced to a very small segment of investors, myself included, who want to expand beyond the strict criteria. I own ESRX, BAC, BRK.B, JPM, GOOGL, GILD for many years, etc.

    I have been heartened to see many DGIs join the GILD and AAPL ranks in the last couple of years, but both stocks have had huge run-ups prior to many DGIs making their purchases.

    I'm more of value investor than a strict DGI, so I'm certainly quite interested to hear more of your POV and the way you go about identifying new stocks to purchase, as well as a few examples.
    May 19, 2015. 11:44 AM | 2 Likes Like |Link to Comment
  • Addendum To My Q1 KISS Portfolio Update  [View article]
    Glad to hear it...there are many great stocks above 2%. I was confused because your 1st quarter update last month still stated a requirement of 3% or above.
    May 19, 2015. 10:56 AM | Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance  [View article]
    Rohrshack--

    I am quite close with my sister and her kids, and relish the day that her kids have children of their own. While I'll technically be a great aunt as opposed to a grandmother, I bet that I will feel that same warmth and love that a grandparent has for their grandkids. After all, such relationships are what you make of them, wouldn't you say?
    May 18, 2015. 07:07 PM | 4 Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance  [View article]
    peace/mike--isn't it the absolute waterproof tape on that page?

    http://bit.ly/1S3mSK7~/Nexcare-Absolute-Wat...
    May 18, 2015. 06:57 PM | 3 Likes Like |Link to Comment
  • Addendum To My Q1 KISS Portfolio Update  [View article]
    Part Time--

    I remember you saying that your minimum yield was going to be 3.0+ from now on, but I see that BLK is 2.4. Have you changed your parameters?
    May 18, 2015. 01:49 PM | Likes Like |Link to Comment
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