Seeking Alpha

kolpin

kolpin
Send Message
View as an RSS Feed
View kolpin's Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • McDonald's Is On The Sell Clock [View article]
    if this is true, there could be a nice price jump on the news:

    "The analyst believes that McDonald’s would be revealing details of a comprehensive plan over the course of the coming months. It is expected that the company would provide definite dates for delivering results, along with specified milestones to mark the progress being made. Ownership and organizational structure remain the key elements that would lead to significant cost savings."

    http://bit.ly/1F1Hif9
    Mar 27, 2015. 02:21 PM | 1 Like Like |Link to Comment
  • Celgene Has Plenty Of Mojo Left: But Don't Get Greedy [View article]
    Ray--thanks for the article! what would you say is your biggest reason for preferring CELG to the other Horsemen? I'm already long GILD, AMGN, and ABBV for many years, and not sure I want or need another bio in my portfolio. though of course BIIB and CELG are quite tempting...
    Mar 27, 2015. 02:18 PM | 2 Likes Like |Link to Comment
  • Mr. Valuation's Best Valued Ideas For Retirement And Dividend Growth Portfolios: Cisco [View article]
    thanks Chuck! I made the mistake of selling CSCO too soon a couple of years ago and have regretted it ever since. eyeing CSCO greedily, but want to sell my QCOM first so I'm not too overweighted in tech!
    Mar 27, 2015. 12:22 PM | 2 Likes Like |Link to Comment
  • My Dividend Portfolio: Adding CSX [View article]
    what's the real impact of falling oil prices on rails like CSX/NSC? are they being unfairly punished?

    long a full position in NSC, but def interested in nabbing more CSX below $32.
    Mar 27, 2015. 12:09 PM | Likes Like |Link to Comment
  • Portfolio Changes For The First Quarter Of 2015 [View article]
    AP--

    expanding upon the other commenters, do you have any stock holdings which you've purchased and held onto for a couple of years or longer? (perhaps they're part of a diff portfolio not mentioned here?) I know that you have several holdings which you've bought and sold, and then repurchased again, perhaps wishing you hadn't sold so quickly…and am wondering if you have now identified more "core stocks" which you wish to buy and hold.
    Mar 27, 2015. 11:14 AM | 1 Like Like |Link to Comment
  • Merck's Dividend Has Recovered From Pre-Recession Problems [View article]
    thanks for the article, tim. I see too many investors dismiss stocks based on simple metrics (e.g. payout ratios, beta, chowder rule etc), without any real understanding of the reasons why a stock did not meet that metric. screens can unfortunately produce lazy investing and often serve as windows into the past instead of understanding a company's potential for the future. thanks for digging deeper here with Merck. long MRK.
    Mar 26, 2015. 10:32 AM | Likes Like |Link to Comment
  • Kraft, Heinz announce merger [View news story]
    BuyandHold--what did you do in those instances with Hospira, Covidien? Did you continue to hold PFE and MDT? I'm wondering what the best decision would've been to make in those instances in light of the Kraft merger.

    Leaning against selling my KRFT for now, but not sure what the best long term decision will be.
    Mar 25, 2015. 03:41 PM | Likes Like |Link to Comment
  • The Bear Claws My Dividend Growth Portfolio - Will I Cut And Run? [View article]
    I'm leaning against selling my KRFT (owner since 5/2009), since there are too many unknowns about the valuation of the new company to make an informed decision, too few values in the consumer staples sector to have a place to put the new money, and my money is in my taxable account.

    can anyone recall a merger like this in the past, and would one have benefited from selling or continuing to hold? I've owned companies through lots of spinoffs, but haven't had to make many merger decisions...
    Mar 25, 2015. 03:28 PM | 2 Likes Like |Link to Comment
  • Kraft +11.8%; company reportedly in buyout talks [View news story]
    whoa. will anyone continue to hold if it stays up 16% tomorrow?
    Mar 24, 2015. 08:43 PM | 3 Likes Like |Link to Comment
  • Rating Opportunities In The Utilities Sector [View article]
    Hi DH--

    Back in 2002-3, AEP had exposure to speculative energy trading markets, which it ended shortly thereafter. As chowder notes, utilities were a different beast back then, so I give them all a pass for cutting their divvies during that time period.

    Here is where I got my dividend info, which shows that AEP simply froze the dividend in 2004, not a 2nd cut?
    http://bit.ly/1xmrzHL

    Also, Josh Peters at M* just made another purchase of AEP in his DividendInvestor portfolio (and its one of only a couple utes he owns in the portfolio along with SO, PEG, NGG). He believes that AEP in particular is attractive based on long term potential growth through transmission investment, with stakes in some of the largest, most advanced transmission projects in the United States. I do place a lot of stock in his opinion, esp when it comes to erring on the conservative side of things.

    Anyway, my point of all of this is not necessarily to convince you to purchase AEP or put it back on your watchlist. I just believe that sometimes one can screen out great stocks based on specific numbers/ratings or metrics instead of reading deeper into a stock's story. i personally think that D and AEP are both worth purchasing, but would buy AEP closer to $52 and D closer to $65.

    great article and thanks so much for sharing your process! you have gained a new follower!
    Mar 20, 2015. 12:54 PM | 2 Likes Like |Link to Comment
  • Rating Opportunities In The Utilities Sector [View article]
    Dividend House

    You mentioned AEP's spotty dividend history above, but just so you're aware--so did WEC in 2000, XEL in 2002 and SCG in 1999. (fyi--I believe AEP only cut its dividend in 2003, but not in 2004 as you state above). So perhaps it does not deserve to be knocked off the list quite so quickly.
    Also, AEP has an s&p Quality ranking of A-. I'm not quite sure how to reconcile a difference in credit/quality rating, but also thought it worth mentioning.
    Mar 19, 2015. 07:38 PM | 1 Like Like |Link to Comment
  • Dividend Contenders: 26 Increases Expected In The Next 11 Weeks [View article]
    Norman--you were right on the money with RTN--a 10.7% increase to .67/share. It's not quite as popular as LMT, but just as reliable!

    http://seekingalpha.co...

    long RTN, LMT
    Mar 18, 2015. 08:03 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
1,341 Comments
1,176 Likes