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pmiller100

pmiller100
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AAPL, BAC, BTU, C, CHD, DD, DIA, DVN, FB, FDO, FXY, GE, GLD, GLDI, GM, HAL, HNZ, JPM, KGC, KMP, KO, LVS, MO, PAL, SH, SLV, SPY, T, TGT, UUP, WLT, WMT, XOM
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  • Market Bulls May Want To Pay Attention To Historical Charts [View article]
    "It appears the markets are ripe for the next major market corrections when looking at the period between 2000 and present."

    Because two data points have so much statistical importance?

    I do agree there are numerous indicators this current bull is getting old, but that chart probably isn't in the top 10.
    May 15, 2014. 08:50 AM | Likes Like |Link to Comment
  • Kinder Morgan: If A Billionaire CEO Buys More Stock, Should You? [View article]
    KMR gets no love, except from me when new shares arrive tomorrow.
    May 14, 2014. 11:14 AM | 8 Likes Like |Link to Comment
  • Apple Buying Beats - Method Behind The Madness [View article]
    "...what do you waste your money on..???"

    Questionable picks by Seeking Alpha authors.
    May 14, 2014. 08:26 AM | 1 Like Like |Link to Comment
  • Apple Buying Beats - Method Behind The Madness [View article]
    My problem with a lot of these extravagant potential future purchases is that traders have to make smart guesses about where dumb people will want to waste their money. $200 bucks a pop and people still want to have multiple pairs for purposes of color coordinating?

    P.T. Barnum was right (okay, I know he didn't really say the quote about suckers, but I'm assuming no one here knows who did).
    May 13, 2014. 03:35 PM | 1 Like Like |Link to Comment
  • DuPont Dividend Announcement Should Have The Challenge Flag Thrown At It [View article]
    Agree with choiminshik on both points. And not sure at all what a challenge flag (is that an American football reference?) would have to do with a company's dividend announcement.
    May 12, 2014. 12:00 PM | 1 Like Like |Link to Comment
  • 2 Attractive Small Caps With Insider Buying [View article]
    Thanks Bret, just took a look at JMP. I like almost everything about this little company. Good find, as far as I can tell.
    May 8, 2014. 01:27 PM | Likes Like |Link to Comment
  • Apple: I Absolutely, Positively, Disagree With Ugly Duckling, I Think, Maybe [View article]
    So long as they continue to sell the gadgets people want and can afford. Gadget buyers can be a fickle lot, I think.
    May 7, 2014. 08:28 AM | Likes Like |Link to Comment
  • How Do You Manage Your 'Low Conviction' Positions? [View article]
    Seems to me you manage your 'low conviction' holdings by keeping those positions smaller (like what we used to call speculation buys, though presumably by 'lower conviction' the author means companies he used to like and trust but now doesn't so much as opposed to something that was a long-shot from the get go).

    So long as the risk/reward looks acceptable, hold onto them for dividends. When that risk/reward changes unfavorably, like when the rationale for buying the company goes out the window, sell. At least that's my two cents on the issue.
    May 6, 2014. 09:55 AM | Likes Like |Link to Comment
  • 12 Dividend Machines Raising Distributions For Investors [View article]
    I see two reasons to buy XOM (or not). One is because you believe the share price will increase in the short to mid-term. The other is because you believe the income you receive is not only safe but will continue to increase (and dividend growth being what it is, typically associated with long-term share price increases).

    With the latter the only warning signs I look for are when yield or P/E begins to look unusually high for that company or when compared to other dividend growth companies in general. That often gets me looking at other indicators, and generally wondering if the company is just raising dividends because it feels it has to hold on to its dividend growth investors, at which point questions of growth sustainability come into the equation.

    Lower profits of course can create unsustainable dividend situations, but if you take a longer view this one to me doesn't rise to that level of worry, at least not yet. It's not like we're talking about a gadget company. They sell oil. When people stop using oil, I'd sell.
    May 5, 2014. 10:45 AM | Likes Like |Link to Comment
  • 12 Dividend Machines Raising Distributions For Investors [View article]
    Strike, you are perhaps correct regarding the companies that raise their dividends out of the blue and seemingly need to do so to attract investor dollars to a stock that doesn't seem to have much else going for it, but I believe you are not correct regarding companies with established track records for regular annual dividend increases.
    May 5, 2014. 10:32 AM | 2 Likes Like |Link to Comment
  • Danger Zone: Utility Funds [View article]
    Agree with Mark. I bought D years ago as a utility, and am not fully comfortable with how the stock has been ramping up in anticipation of exporting LNG from the Chesapeake. I'm well into the black not even looking at dividends, so I'm content to let it ride. And in the end, it is a Cheniere competitor with utility operations as risk mitigator if the gas export thing goes south.
    Apr 30, 2014. 10:30 AM | Likes Like |Link to Comment
  • Emerging Markets' Woes Only A Side Effect Of Conditional Strength [View article]
    Interesting thoughts, Carlos. I didn't find the China conclusion to be compelling - big country, and much like any big country, people looking from outside can find evidence to 'prove' any assertion. But while a political collapse probably isn't likely in the coming years, there is no question that China faces some economic challenges of its own making.

    Just to play devil's advocate, is China really the victim of its own small thinking or rather is it the victim of an over-aggressive appetite for risk taking? You could create credible arguments either way.

    But I did enjoy the article. Thanks.
    Apr 30, 2014. 09:07 AM | 1 Like Like |Link to Comment
  • Listen, Silver: We Need To Talk [View article]
    Good historical comparison. And from what I can tell, sentiment is getting sour enough that a turn could be near. Maybe not for short-term traders, but it does look like a good time to start accumulating for longer term.
    Apr 29, 2014. 02:06 PM | 1 Like Like |Link to Comment
  • Every Dividend Income Investor Should Own Apple Now [View article]
    I was that way; one of the first things I learned about stocks (whether or not it should have been one of the first things learned) was to buy whole lots. Anything divisible by 100 makes selling easier. At least it did back in the old days. Now, it seems like computers just take those odd numbers in stride for anything that gets decent trading volume. But I still have that aversion. When I look at my Scottrade account and see odd numbers of shares, I know its fine but it just doesn't feel completely fine.
    Apr 28, 2014. 09:15 AM | Likes Like |Link to Comment
  • Positives Are Mounting For Apple [View article]
    Huge company that just blew away expectations for the quarter. Did you really expect less coverage? Plus, Bret has been calling AAPL a buy for at least a while.
    Apr 24, 2014. 11:36 AM | 10 Likes Like |Link to Comment
COMMENTS STATS
359 Comments
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