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donnaf

donnaf
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  • Understanding Deere: Competitors And Risk Factors (Part 2) [View article]
    I'm a Deere investor & found this to be most informative. I was buying Deere through a drip plan for years, sold it last year, immediately realized I'd make a mistake & began accumulating again. Since I'm in my 60's, I'll probably never sell it again unless it's absolutely necessary. You did an excellent job of explaining the benefits of holding it long term. I've never read anything like this about Deere.

    I wish SA writers would address stocks from this perspective more.

    Part of the reason I sold it was a dislike of Computershare's drip programs & attempts to consolidate drips at Wells Fargo. Although they don't have an abundant choice of companies in comparison, one has much more control over the timeline in buying shares. For example, if you find out the market date for a particular stock (most buy monthly, a few buy weekly), you can place an online order 24 hours in advance (business day) as opposed to the 7-10 day wait for a single order to process on Computershare. BNY Mellon had the DE drip when I originally purchased it, & you could place an online order 2-3 days before the market date. It's obviously not real time, but it does allow one to take advantage of market dips when accumulating.
    May 20, 2014. 03:46 PM | Likes Like |Link to Comment
  • Why Apache Is Heading To $100 [View article]
    It would be nice if u were right. On the recommendation of someone who understands energy stocks, I bought quite a bit of it at very low prices over the last couple years, but thus far I've been very disappointed in APA's performance & hoping I hadn't made a big mistake. This was one of the few good quarters I can remember in the past couple years, with reports dominated by repeated misses. I hope they're turning a corner.
    May 10, 2014. 07:01 AM | 3 Likes Like |Link to Comment
  • Apple: What Do The Bears Say Now? [View article]
    Great remarks Joseph! Happy days are here again for Apple fans.
    Apr 24, 2014. 03:12 AM | 4 Likes Like |Link to Comment
  • One For Tax Day: Tax-Free 6.6% With Strong Upside Potential [View article]
    Burton Malkiel, author of the index investing classic, “A Random Walk Down Wall Street”, has some good points about bond investing in this recent interview. He recommends dividend stocks, emerging market bonds, & munis for yield. Although he doesn't speak about it, I assume he believes TIPS are ok, as the interviewer lists them in a question. He makes valid points about Treasurys & reminds us of bond history following WWII - the last time rates were so low. The entire article is interesting.
    http://bit.ly/1tvwqB8

    Btw, if it's of interest, there is an update to the old classic.
    Apr 22, 2014. 12:12 AM | Likes Like |Link to Comment
  • Is ConocoPhillips Undervalued? [View article]
    These remarks are a sad commentary, as unfortunately they reflect our country.

    I own COP & bought it before the PSX spin-off so it's been good to me - also own other energy stocks, so I've got nothing against companies that make money drilling for oil. However, it does sort of bug me that they go to great expense & develop incredible technologies to extract oil from the ocean floor & elsewhere, yet the same old tired clean-up methods are used when a mess is made…sigh. I understand clean-up isn't profitable - just responsible.
    Apr 3, 2014. 06:24 AM | Likes Like |Link to Comment
  • Why I Strongly Disagree With Goldman's Bearish Gold Call - Buy The GLD [View article]
    No doubt gold was due for a correction after decade plus gains. However, I find it most interesting that US unresponsiveness & failure to "stand & deliver" the German gold in Oct. 2012 coincides directly with gold's sharp decline.
    Apr 2, 2014. 11:57 PM | 1 Like Like |Link to Comment
  • Opportunity Knocks At Kinder Morgan [View article]
    Voice from Chapel Hill,
    (or others w/ helpful opinions), I own some KMR & this looks like a good opportunity now. Looking ahead, if Kinder were to streamline its families, you sound pretty clear in how you think they would go about it (KMP/ KMR buying out KMI)? This seems reasonable if it's how other midstream companies have done it. If one believes this might happen in the next 3-5 yrs, is that why KMI is sometimes recommended over KMR or are there other reasons? I have read that KMI's dividend growth is better & that most of R. Kinder's stock is KMI. Please enlighten if I'm missing other reasons for KMI's relative strength or dispel if any are not true.
    Mar 3, 2014. 09:50 AM | 1 Like Like |Link to Comment
  • Seadrill Impresses Again With Continued Growth [View article]
    Although I've never invested in this company, it's always interested me & I began following it long before it was being written about in SA. You gotta love that John Fredriksen is so highly invested in his business.

    What immediately strikes me about the company is how leveraged it is - with market forces beyond its control. Ultimately, it seems that whether or not slippage in rig day rates to $575,000 - vs average of $600,000 - is temporary or start of downturn is a big factor in performance. If Seadrill is correct in its predictions for 2014, it's not an issue & their strategy could pay off well. However, it appears the market is saying this is unknown, not to mention the price of oil, the largest factor outside its control. I realize the dividend is a major attraction, but imo there are more important issues at this point.

    An unrelated point noted lately: I own KMR & went through last year's debacle with Linn Energy. It's becoming increasingly clear that people (myself included) have invested in these complicated stock structures, which now includes the Seadrill family, without completely understanding them (Seadrill is somewhat different because many were invested before spinoffs, but I also invested in Linn prior to LNCO). Nonetheless, investors are trying to obtain yield in IRAs/other accounts; there's no getting around the fact that these structures add risk. Because they're complicated, we tend to rely on articles that may be biased or misinformed, which only increases confusion (not referring to this article - it didn't address stock structure). When these stocks are attacked or criticized, like the Kaiser/Barron's short thesis on Linn & Kinder, we turn to SA & other investor resources for interpretation, prediction & to relieve anxiety. At times, they are temporarily helpful, but ultimately everyone has to make that personal decision regarding risk tolerance. With these structures, I learned the hard way - best to be prepared & make that decision early rather than later.
    Feb 26, 2014. 05:45 AM | 2 Likes Like |Link to Comment
  • Kinder Morgan Faces Yet Another Bear Attack [View article]
    Tho' bearish Feb. activity is noted, S&P gives KMP a 5 star rating - strong buy.
    Feb 24, 2014. 04:00 AM | 8 Likes Like |Link to Comment
  • Will The Gold And Silver Surge Continue? [View article]
    Factors that could drive gold price much higher besides those already stated:
    1) A formal announcement from China updating the exact amount of their current gold holdings, which the country hasn't done since 2009 when it held just over 1000 tonnes. Their accumulation will shock the financial world, except those tracking such matters. The timing of this announcement will be predetermined, most inopportune for the West, and only after China has acquired the greater part of its desired gold.
    2) A 7 year delay to return something of value belonging to another country (German gold) is not the act of a friend. (Example: How would you feel if you loaned $1000 to a friend, asked for its return, and were told you could have it back over a period of 7 years, with only $80 returned the first year)? Regardless of the reasons for this delay, which have made Germans unhappy. it raises questions about the US gold holdings. It is noteworthy that gold's massive decline began shortly after Germany's request for its gold in Oct. 2012. Is this a coincidence? I don't know, but it's my belief that US failure to stand & deliver the German gold will evolve into a future scandal.
    Feb 17, 2014. 04:36 PM | 2 Likes Like |Link to Comment
  • Samsung Is Building An Army To Fight Apple [View article]
    Not even the samsung TV worked well for me despite its beautiful picture. It had problems in the first year covered under warranty. Those same problems destroyed the motherboard before end of year 2.
    Feb 6, 2014. 02:26 PM | Likes Like |Link to Comment
  • The GLD ETF Just Grew Legs To Run Further [View article]
    If you haven't seen these articles, consider the impact of these issues on the price of gold.

    http://bit.ly/1hnOtCw-–-year-jpmorgan-12815

    http://bit.ly/1hnOtCy
    Jan 14, 2014. 03:23 PM | Likes Like |Link to Comment
  • Kinder Morgan Energy Partners: Why Barron's Is Flatly Wrong Regarding MLPs [View article]
    S&P has a 5 star rating on KMP (strong buy) with a $99 price target.
    Jan 13, 2014. 09:20 PM | 8 Likes Like |Link to Comment
  • It's Time To Be Greedy On Gold [View article]
    I'm referring to a formal announcement regarding to the exact amount ot holdings, which China hasn't done since 2009 when they had just over 1000 tonnes. The difference will shock the financial world, except for those tracking such matters.

    Venezuela, Iran, and Libya repatriated gold without long delays - Venezuela's was no small amount.

    A 7 year delay to return a country's financial assets is the way to treat a friend? Just because no public complaints have been lodged doesn't mean there aren't any. The Swiss have requested their gold too. How would you feel if you wanted your assets & were told to wait 7 years? Regardless of the reasons, it raises questions about US gold holdings. Also, gold has er...crashed ever since Germany's request for its gold in Oct. 2012 and the announced delay. I don't believe that's the entire cause, as gold needed to correct, but it was one catalyst for the initial decline.

    This on der Spiegel seems like Germany wants its gold.
    http://bit.ly/SzmV1N

    I do not want to debate you or anyone else. I'm simply pointing out that there were catalysts that caused gold to decline significantly & there will be catalysts that cause it to rise significantly again.
    Jan 10, 2014. 11:43 PM | 1 Like Like |Link to Comment
  • It's Time To Be Greedy On Gold [View article]
    Quote from article: "I'm advocating a long-term hold in the precious metal, and continual, planned adding to that position no matter what the price of gold runs to."
    FYI: This is the strategy of the Chinese, Indians, & Saudis. What the west doesn't understand is their obsession with flow; price is secondary.
    Food for thought:
    If the US has so much gold in its vaults, why will it take 7 years for Germany's gold to be returned?
    What happens to the price of gold when China updates its current gold holdings?
    Jan 10, 2014. 07:50 PM | Likes Like |Link to Comment
COMMENTS STATS
42 Comments
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