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  • Gilead Sciences Stock Forecast For 2016 [View article]
    Nothing new in this article. (Oops, take that back, this is the first time that I've seen a photo of the CEO.)
    Bought GILD in the spring of '14 and am very happy with the results so far. The quarterly results are still being met with disinterest by the market, but I believe that will change.

    Long GILD, $110Jan17 calls, and $110Jan18 calls. (And expecting good profits out of all three.)
    Nov 26, 2015. 12:06 AM | 7 Likes Like |Link to Comment
  • Geron's (GERN) CEO John Scarlett on Q3 2015 Results - Earnings Call Transcript [View article]
    Nothing here that would cause me to dump shares.
    Patiently waiting...
    Nov 5, 2015. 11:17 PM | 4 Likes Like |Link to Comment
  • 2 Promising Biotech Stocks For More Than A Beer But Less Than A Martini [View instapost]
    Mr Jensen:
    Thanx for the suggestions.
    Miami must be an expensive place. If I had to pay $7 for a beer, I think I would move.
    Nov 5, 2015. 08:39 AM | 1 Like Like |Link to Comment
  • Cal-Maine Foods Is A Long-Term Buy For Growth And Dividends [View article]
    Thanx for the article, Mr Valtsev.
    I enjoyed a good run with Cal-Maine for several years before my shares got called away during 2014, and I didn't replace them. Have kept them on my watch list, and started buying a few shares last month.
    Optimistic at this point, even while expecting some pullback from the recent stellar financial results.

    Long CALM and FLO.

    Nov 3, 2015. 03:43 PM | Likes Like |Link to Comment
  • Game-Changing Divesture Could Mean Big Upside For Chicago Bridge & Iron [View article]
    Thanx for the write-up, Mr Jensen.
    Bought CBI a few weeks ago right around $40.
    Better to be lucky than good...
    Not planning to cash out. Like you already said, this strategic move by the company has good implications.
    Oct 29, 2015. 11:21 PM | Likes Like |Link to Comment
  • Gilead Sciences: Quarterly Results To Power Stock To $120? [View instapost]
    RS - you will know, and aren't you the one that you're most worried about?
    About ten years ago I had a similar self-imposed guideline, although I put the max at 5%. Exceptions to the rule forced themselves on me when several of my equities grew so fast that they shot well past the 5% over a few years. By deciding not to sell the excess, I altered the standard.
    Now, there are three companies that each represent ~10% of my overall portfolio. No plans to sell any of them down.
    Have I increased my risk by doing this? In one respect, yes, but these companies have performed so well, and continue to grow, so I prefer to think that I have improved my situation.

    One other aspect to a low limit on holdings: the lower your threshold %, the greater number of companies that you have to follow. I find that if I try to keep tabs on more than twenty equities, the quality of my monitoring suffers. That in itself can add to risk by causing me to make more mistakes.
    Oct 24, 2015. 02:03 PM | 3 Likes Like |Link to Comment
  • Bank Of The Ozarks Continues To Earn Its Premium Price Tag [View article]
    djoui -
    I don't trade the peaks. I consider my OZRK shares to be long-term holdings. At this point, I would hate to see the tax bill if I sold. As long as the bank continues growing, I'll keep them.
    I created my moniker when I did live in the UK, but have since moved to Arkansas. In fact, the Bank of the Ozarks headquarters is a few miles from my house. Makes it easy to attend the annual meeting every year. I have no connection to the bank, other than as a stockholder, but my wife did work for Mr Gleason about twenty years ago. She is the one that put me onto OZRK in the first place.
    Oct 22, 2015. 07:11 PM | Likes Like |Link to Comment
  • Bank Of The Ozarks Continues To Earn Its Premium Price Tag [View article]
    djoui - I think the best approach to owning OZRK is to buy the dips. Like every company, there are times when the share price sinks for whatever reason. With OZRK, as long as the reason isn't a breakdown in the company's operation, that should be a buy signal.
    Here are a couple of examples:
    My last purchase was in May of last year at ~$30 after a drop from the mid-30's. (That purchase put me way overweight in the company, so I'm not looking to buy more.)
    Back during the summer, a fellow SA user asked me about OZRK, and I suggested that if a pull-back occurred with the general market, that would be a buy. In mid-August, shares could be had for $40-41, 10% lower than the current price.
    By P/E, OZRK always looks expensive, but you can pick and choose to buy during some troughs.
    I did that for a long time, and couldn't be happier with the results.
    Oct 19, 2015. 12:37 AM | 2 Likes Like |Link to Comment
  • Bank Of The Ozarks Continues To Earn Its Premium Price Tag [View article]
    Thanx for the article, Profit Fan.
    You're conclusion is right, and I'm not just saying that because I am LONG OZRK.
    To me, George Gleason is like a business rock star.
    Will keep my money invested in him and his company until he decides that he has had enough.
    Oct 18, 2015. 01:21 AM | 2 Likes Like |Link to Comment
  • How Do You Reinvest Your Dividends? [View article]
    spec - if you follow this strategy religiously, you will miss out on the great companies that grow their business year after year. buy some early on, watch the business grow, buy some more, rinse and repeat.
    have to say that the biggest winners in my portfolio are the ones that I keep buying as they go up.
    Isn't that the definition of a great company? One that can grow their income and share price? That's one that I will keep buying.
    Oct 14, 2015. 02:58 AM | Likes Like |Link to Comment
  • How Do You Reinvest Your Dividends? [View article]
    Not legally, anyway.
    Oct 13, 2015. 03:30 PM | 2 Likes Like |Link to Comment
  • How Do You Reinvest Your Dividends? [View article]
    Quickondraw -
    The best part of your strategy is to have the self-discipline to invest 40% of your take-home pay. Not many folks can pull that off.
    Well done.
    Oct 13, 2015. 03:28 PM | 4 Likes Like |Link to Comment
  • How Do You Reinvest Your Dividends? [View article]
    They don't see it as stealing your shares any more than short-sellers see selling something they don't own as thievery.
    If you have a margin account, your broker is allowed to loan your shares to a short-seller and replace them whenever needed.
    That's why I have a cash-only account with my broker. The broker cannot borrow shares from cash-only customers.
    Oct 13, 2015. 03:23 PM | 4 Likes Like |Link to Comment
  • How Do You Reinvest Your Dividends? [View article]
    I never DRIP nor rebalance. Much prefer to collect dividends/distributions as cash and decide where to invest the money based on what looks like a good investment at the time. Also, some of my highest quarterly payments derive from companies that are already a large component of my portfolio. I daren't invest more heavily in them.
    Rebalancing is a wheel-spinning exercise and creates a tax nightmare. As long as I am investing cash proceeds in strong companies that aren't already a large part of my current portfolio, I don't feel overly exposed.
    Oct 12, 2015. 08:21 PM | 3 Likes Like |Link to Comment
  • Is Enterprise Products Partners Dividend Sustainable? (Video) [View article]
    As long-term owner of EPD units, and a recent buyer of more at dirt-cheap prices, I resent the title of this article. (And not because of the nit-picking difference between dividends and MLP distributions.)
    Since inception, EPD has been a conservative distributor of cash. I suspect that this article was prompted by the recent low unit price and high distribution yield. Both of those are attributable to the over-reaction of the market to low commodity prices, and do not reflect any weakness in their cash flow statement.

    Long EPD for 10+ years and couldn't resist buying more at the recent low prices.
    Oct 5, 2015. 11:53 PM | 1 Like Like |Link to Comment