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kolpin

kolpin
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  • Project $3 Million - Portfolio Management, New Purchase [View article]
    Mike--

    My decision to sell BCE has mostly to do with my own portfolio management, since my portfolio had grown to about 80 positions and I'd like to winnow it down to about 60 holdings. So I'm forcing myself to make tough choices…do I really need VZ and T and BCE? BCE looks fully valued here, and I'd like to take the cash from the sale and invest it into a stock with a much wider moat. 50 years from now, I think I'll be happier that I bought HSY today over holding onto BCE. Just my gut instinct.
    May 2, 2015. 11:41 AM | 1 Like Like |Link to Comment
  • Project $3 Million - Portfolio Management, New Purchase [View article]
    long and strong CVX, WMT, AFL, etc. no plans whatsoever to sell any of them.

    however, I have sold a few other stocks recently to raise some cash: GSK, SLB, PSX, BCE. Not a knock against those companies, but they weren't core holdings like the 3 above and I wanted to take my small gains off the table and set some $ aside in case there's a bigger correction.
    May 1, 2015. 01:41 AM | 1 Like Like |Link to Comment
  • Illustrating Why Hershey Remains The Best Value In The Food Processing Space [View article]
    Thanks AP--I like that HSY is just a tad growthier than your average consumer staples stock, and its able to simultaneously raise prices and still grow its volumes. It's still a tad pricey, but I believe that HSY is just one of those stocks that always sells at a premium.

    I've definitely moved it up my watchlist, thanks.
    Apr 29, 2015. 02:17 PM | 1 Like Like |Link to Comment
  • Should I Sell? A Selling Approach For Stock Purchase Mistakes [View article]
    DH--

    I just want you to be aware that Chowder himself only uses the Chowder Rule when identifying stocks to purchase. He does not sell stocks he currently owns just because they no longer meet the Chowder Rule. If one has identified an undervalued, quality stock for purchase, then the yield will eventually drop (and thereby the Chowder Number) as the stock returns to fair value.
    Apr 28, 2015. 11:01 PM | 12 Likes Like |Link to Comment
  • Wells Fargo declares $0.375 dividend [View news story]
    combined with IBM and AAPL increases, I'm a very happy camper!
    Apr 28, 2015. 03:23 PM | 2 Likes Like |Link to Comment
  • Celgene Has Plenty Of Mojo Left: But Don't Get Greedy [View article]
    thanks for your updated analysis, Ray. I look fwd to hearing if you end up purchasing more.

    I'm also eying CELG around $103-105 and BIIB around $350-$370. I don't own either right now since I already have a decent biotech exposure in my portfolio. But around those prices I might not be able to resist nibbling just a bit.
    Apr 28, 2015. 01:37 PM | 1 Like Like |Link to Comment
  • This Quarter In Biogen [View article]
    I wouldn't mind starting a position somewhere between 350-370.
    Apr 28, 2015. 01:28 PM | 2 Likes Like |Link to Comment
  • International Business Machines declares $1.30 dividend [View news story]
    bet a lot of new DG investors are gonna start piling in now, ha! :-)
    Apr 28, 2015. 10:43 AM | 2 Likes Like |Link to Comment
  • Portfolio Changes For The First Quarter Of 2015 [View article]
    great, looking forward to it.
    Apr 26, 2015. 08:56 PM | Likes Like |Link to Comment
  • Portfolio Changes For The First Quarter Of 2015 [View article]
    Alexander--I just recently looked at HSY again after the recent price drop. what do you think is a good entry point…maybe somewhere around the 90-93 area?
    Apr 26, 2015. 03:37 PM | Likes Like |Link to Comment
  • Can Becton, Dickinson And Company Cure Your Portfolio? [View article]
    S&P Capital IQ currently has Fair Value at $153.70, not $145, or 8.8% under fair value. I think you're quoting the 12 month Target price above, which is always a diff number than the FV number.
    Apr 23, 2015. 12:38 PM | Likes Like |Link to Comment
  • An Overlooked Giant That I Would Build A Retirement Portfolio Upon At Any Age [View article]
    chowder--the reason why I asked was because CVS has always been one of the top stocks on my watchlist, but it's been overvalued for quite some time. you gave me a moment of hope!

    I was pleased to see M* raise the FV of BDX and SYK recently, so those have moved up my watchlist, along with VFC.
    Apr 6, 2015. 05:25 PM | Likes Like |Link to Comment
  • An Overlooked Giant That I Would Build A Retirement Portfolio Upon At Any Age [View article]
    chowder--

    when I look at M*, I see that CVS has fair value at $93 a share/two stars or overvalued. Are you looking at the right ticker symbol, or is it possible that my Morningstar info hasn't refreshed to the most updated fair value calculation?
    Apr 6, 2015. 12:40 PM | 2 Likes Like |Link to Comment
  • Portfolio Changes For The First Quarter Of 2015 [View article]
    thanks AP--that actually clarifies a lot. perhaps you could integrate this information into the table of future portfolio updates…I think a lot us longer term investors appreciate the breakdown between investments vs trades.
    Apr 4, 2015. 09:12 PM | Likes Like |Link to Comment
  • My Strategy For Objective, Emotionless Dividend Growth Investing: Q1 2015 Update [View article]
    if you have an investing time horizon of longer than 2-3 years, IMHO now is the time to be buying COP if you don't have a full position. and by that I mean slowly and conservatively dollar cost averaging in, with the understanding that the stock price could obviously go 10-15% lower from where it is now or that the dividend could potentially be frozen.

    I remember on articles less than a year ago, DGIs were desperately hoping for an entry point into COP in the low 70s. well, now you have it! crude oil prices will eventually go up. it may take awhile, but they'll go up.

    I'm not selling my less than full COP position, and I plan on buying more if it hits the mid or high 50s.

    best of luck to all.
    Apr 3, 2015. 12:25 PM | 5 Likes Like |Link to Comment
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