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Jorge_Soriano

Jorge_Soriano
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  • Just A Few (Okay This Time More Than A Few) ?s For… Me [View instapost]
    What an awesome interview, and makes no difference it was in 2013 - still relavent, more importantly, fun and intrinsically valuable to me.

    J
    Jun 16, 2015. 12:12 AM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With Richjoy403 [View article]
    Well, I couldn't wait until tomorrow to check out Rich's SA profile page. Wow!!! That's it. Highly recommend readers check it out.

    Rich, as a follow-up to my first comment above about your profile name, I just noticed "Richjoy" is actually "Richjoy403". Care to share meaning of "403"? I'm not thinking it's a goal of 403 horses pulling the wagon cart; that would certainly require a bit more care and maintenance than 52.

    Jorge
    Jun 3, 2015. 04:10 AM | 1 Like Like |Link to Comment
  • Learning From The Masters: Q&A Session With Richjoy403 [View article]
    Richjoy, after reading your comments here, I think you have a most fitting SA profile name; takes on new meaning for me.

    I just want to thank you for sharing so much information that is very much needed and timely, as I am an "older" newbie who needs to minimize mistakes, as valuable as these lessons are, I will prefer to learn from your shared mistakes, as much as possible. Of course, it is your keys to success that I am really honing in on! Thanks again, and loved the analogies; I would have loved a Habanero Alert myself!

    Nicholas, I believe this has become my most favorite series on SA; your writing skills, financial investment knowledge, and sincerity is undeniable and so enjoyable to read! As many have already said, "keep um coming".

    Oh yeah, thanks for the link...going to check it out tomorrow.

    Very Respectfully,

    Jorge Soriano
    Jun 3, 2015. 03:28 AM | 3 Likes Like |Link to Comment
  • National Oilwell Varco May Be Undervalued But The Dividend Shouldn't Be Increasing Anytime Soon [View article]
    AA,

    Thanks for the article; I was just considering tonight whether to hold/sell my position, accordingly, based on your article, I've decide to hold, for now.

    Thanks.

    Jorge
    Jun 3, 2015. 01:38 AM | 4 Likes Like |Link to Comment
  • Chances Of June Swoon Increasing [View article]
    Bret,

    Thanks. Selling is always so much harder than buying, for me. It's much like flying, taking off is easy, the real skills are tested during landings, especially when you have strong crosswinds in bad weather.

    Jorge
    Jun 2, 2015. 09:12 PM | Likes Like |Link to Comment
  • Chances Of June Swoon Increasing [View article]
    srmcharts,

    Thank you very much for your shared knowledge, and to be frank, I am clueless when it comes to charts, such as the stochastic chart, however, this is a good tip for me to do some research to learn about them. Any suggestions where to start?

    Thanks in advance for your thoughts above. I get the big picture you painted.

    Jorge
    Jun 2, 2015. 09:08 PM | Likes Like |Link to Comment
  • Chances Of June Swoon Increasing [View article]

    Bret,

    How does one strategize when and what to sell prior to likely correction?

    In my portfolio, I have "no" cash right now, fully invested in market. Given the signals and your opinion that we might be headed for a small 2-3% dip in JUN or even a 10% correction as we might be reaching a market top, providing the opportunity for many long term investors such as myself to either lower cost basis or buy new stocks, how does one decide what to sell?

    I know it's an almost rediculous question, but I frankly struggle with this decision. I mean, take APPL which I am only up at current time about 3% seems like it might be a good sell as I will likely be able to get back in later at a better valuation, and if not, I have a long list of picks I would love to buy at right price.

    Or I'm up 30% percent or so on CB&I, taking profits here might be appropriate. But what about those that are currently down 1-3%, like NOV, COP, HCP,... taking a relatively small loss "now", freeing up cash to allow better valuations in same picks later or new undervalued stocks?

    If I felt I already had great valuations on all my stocks I probably would never consider taking any losses, but that's not the case. COP is a good example, It's share price is just above 64 but I feel fairly strongly it will go back under 60 or close to.
    Jorge
    Jun 2, 2015. 09:28 AM | Likes Like |Link to Comment
  • Happy Birthday! My Dividend Growth Portfolio's 7th Birthday Report [View article]
    Dave,

    Thoroughly enjoyed your article and the ideas it generated about changes I may want to make with my portfolio, for example no more DRIPS, instead, I may follow plan similar to yours once I have a set amount from the divies.

    I do have a question related more to strategy. Say you didn't need income for at least 10-15 years, would your strategy still be the same as DGP, that is 100% dividend stocks and generally safer companies? Or, would you invest a percentage in both dividend and yield stocks?

    My current strategy is in line with the latter, a mix of diviidend picks and riskier yield type stocks, but starting to question this strategy, even though income is not needed, as mentioned above, for quite some time. I realize many other factors are part of the equation as to which type strategy one chooses, but in general, what are your thoughts? I'm sure there are many others out there with longer timelines before they will need or desire an income stream.

    Thanks.
    Jorge
    Jun 1, 2015. 05:06 AM | Likes Like |Link to Comment
  • Intel May Buy Altera: Does An Acquisition Even Make Sense? [View article]
    Agreed,

    Thank you for this very insightful information.


    Jorge
    May 30, 2015. 02:10 AM | Likes Like |Link to Comment
  • The No. 1 Stock In The World - Part 2 [View article]
    Peace,

    I Really enjoyed reading your comment! Puts investing, more importantly, life in perspective.

    Hope you sell your boat soon and have some left over, after your two full positions, to simply enjoy as desired.

    Jorge
    May 29, 2015. 10:44 PM | Likes Like |Link to Comment
  • The No. 1 Stock In The World - Part 2 [View article]
    Chris,

    Means a lot to me you took the time and effort to respond. Thank you!

    VR
    Jorge
    May 29, 2015. 09:00 PM | Likes Like |Link to Comment
  • The No. 1 Stock In The World - Part 2 [View article]
    Mike,

    I'm still in foundational learning stage... Why would holding NESTLE in an IRA be silly? Also, now that you did DD what is your buy trigger? I assume waiting for a better entry point prior to next ex-div date, since it's another year away.

    By the way, my guess for your anwer to Q-2 is GILD. We'll see. :-)

    Jorge
    May 29, 2015. 08:22 AM | Likes Like |Link to Comment
  • Unveiling A Pivotal Plan For This Predictable Outlier [View article]
    Brad,

    Excellent article and definitely want to add to my watch list.

    I assume you feel it is fairy priced right now or do you think it's undervalued?

    I was also curious were their HQ was located, tax-wise? I can find this on their homepage.

    Lastly, how will WPC be impacted generally speaking once rates start to climb over time? Dividend record?

    Thanks for bringing this great company to my attention! Very likely adding soon!

    Jorge
    May 29, 2015. 08:04 AM | 1 Like Like |Link to Comment
  • The No. 1 Stock In The World - Part 2 [View article]
    Eric,

    Nice comment above and thanks for sharing the list with us. Great Ideas can turn into lifelong commitments and solid returns!
    May 29, 2015. 02:18 AM | 1 Like Like |Link to Comment
  • The No. 1 Stock In The World - Part 2 [View article]
    If they are reading this long thread, I would love to know Chris DeMuth's and Bret Jensen's picks for Questions 1 & 2. Two of my three favorite SA contributors (authors) with Regarded Solutions being the other.

    Chris in particular would be very interesting, especially for question 2, given his very different investment strategy from most panel members, whereas I suspect Bret's picks (1&2) are already noted by panel members, like AAPL and GILD, two of his top holdings last I read.
    May 28, 2015. 10:30 PM | 1 Like Like |Link to Comment
COMMENTS STATS
193 Comments
215 Likes