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rnsmth

rnsmth
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  • The Next Stock I Would Build A Retirement Portfolio Upon At Any Age [View article]
    All I know for sure, 622, is that you should have sold your SDRL last summer when I did (the signs were very clear), and then you should have put the proceeds into JNJ. You would be a whole lot better off.
    Jan 19, 2015. 07:37 PM | 4 Likes Like |Link to Comment
  • The Next Stock I Would Build A Retirement Portfolio Upon At Any Age [View article]
    JNJ is not way overpriced. Look at Chowder's comment with information on the fair price estimate from three different sources.

    I bought JNJ at $72.19 and added at $94.34. I am delighted with it. I would be even more delighted if it came down 15-30% this year and I got to reinvest dividends at that lower price. In fact, if it came down that much I would scrape together some money to add more shares in addition to the dividend reinvestment.
    Jan 19, 2015. 07:14 PM | 4 Likes Like |Link to Comment
  • Selling Guidelines For Self Directed Investors [View article]
    <<Speculative trading will likely increase IMHO unless we continue to engage in discussions just like this one.>>

    I think speculative trading may have a place in some individual portfolios. It can be incorporated into a portfolio business plan and it can be done in a disciplined manner.
    Jan 15, 2015. 09:25 AM | Likes Like |Link to Comment
  • 401(k) Reconstructed: 2014 Portfolio Review [View article]
    Thanks for the update Eric. Keep on keeping on, as Stephen Stills used to sing.
    Jan 12, 2015. 08:32 AM | Likes Like |Link to Comment
  • Dividend Growth 50: Costco Horns In On The Fun [View article]
    I likey the SeaHawks
    Jan 11, 2015. 04:06 PM | Likes Like |Link to Comment
  • Omega Healthcare Investors: Why You Should Consider This 5.4% Yielding Healthcare REIT [View article]
    OHI is not overvalued.
    Jan 9, 2015. 03:43 PM | Likes Like |Link to Comment
  • David Van Knapp Positions For 2015: True Income-Focused Strategies Trump Oil Trends, Market Volatility And Interest Rate Fears [View article]
    <<Let's consider the possibility oil stays at $50 does anyone really think holding CVX and reinvesting the dividend is a better investment choice than 100s of alternatives ?>>>

    Consider any possibilities you care to. CVX currently has a place in my multi-position portfolio and, like all the other positions, I will continue to hold and monitor.

    I do not think oil will stay at $50. I think it may well go lower and then recover.
    Jan 8, 2015. 02:24 PM | 7 Likes Like |Link to Comment
  • David Van Knapp Positions For 2015: True Income-Focused Strategies Trump Oil Trends, Market Volatility And Interest Rate Fears [View article]
    No, I do not. Brad Thomas covers REITs and I suggest you see if he has any recent on DLR
    Jan 8, 2015. 02:11 PM | 1 Like Like |Link to Comment
  • David Van Knapp Positions For 2015: True Income-Focused Strategies Trump Oil Trends, Market Volatility And Interest Rate Fears [View article]
    <<Correlation does not imply causation, and certainly doesn't imply the direction that we are reading it. >>

    If correlation does not imply causation what does? It does not prove causation, no disagreement on that, but suggest you read some on probabilistic causation - if I can find my box of notes from an advanced multiple regression analysis seminar I took a couple of decades ago, I would refer you to some specific articles, but that is unlikely :)
    Jan 7, 2015. 05:11 PM | 1 Like Like |Link to Comment
  • David Van Knapp Positions For 2015: True Income-Focused Strategies Trump Oil Trends, Market Volatility And Interest Rate Fears [View article]
    <<$DLR is a REIT, which it is the best REIT in the server space class, REITs are currently overvalued. Remember, that the dividends from REITs are taxed as regular income and not at the dividend tax rate. it's definitely a REIT worth watching should the REIT sector decline as it did during the "taper tantrum".>>

    DLR's current P/FFO is significantly below its historical (10 year) P/FFO. I consider it undervalued at this time.

    O is significantly above its 10 year P/FFO at this time. While I consider it overvalued, I will continue to hold it and reinvest the dividends.

    I consider the dividend for both of these companies to be safe, and further predict that both will have moderate dividend growth over the next years. With high-yielding stocks, moderate dividend growth is fine by me.
    Jan 7, 2015. 05:09 PM | 8 Likes Like |Link to Comment
  • My Bet Is That Microsoft Will Outperform Apple In 2015 [View article]
    I don't bet, I invest. You go ahead and make whatever bets you want to.
    Jan 7, 2015. 03:46 PM | 4 Likes Like |Link to Comment
  • Dividend Growth 50: Costco Horns In On The Fun [View article]
    We shop at the Costco here in Mérida, Mexico, only we don't call it Costco. It is pronouced "Coastco" Me calling it Costco confused the heck out of a cabdriver when we first moved here and did not have a car. Finally a light bulb went off, and he said "Ah, Coastco."
    Jan 7, 2015. 12:20 PM | 3 Likes Like |Link to Comment
  • Dividend Growth 50: Costco Horns In On The Fun [View article]
    Mike Nadel: Man Gone Wild :)
    Jan 6, 2015. 09:11 PM | 7 Likes Like |Link to Comment
  • Selling Guidelines For Self Directed Investors [View article]
    Valuation and dividend growth rates.

    I will use my three REITS to talk about this: O, OHI and DLR.

    OHI is up 105% since I purchased it in 2012. Wow. I go to FAST Graphs and it has good dividend growth and is only a wee bit overvalued. A definite hold.

    O - a bit more overvalued, the normal P/FFO over the past decade is 16.2 and the current is 19.1. Had a monster dividend increase a few quarters back and very tiny ones since then. I want O to show me a bit more dividend growth this coming year - 4% would be nice. A probable hold, but if it got more overvalued and disappoints in regard to dividend growth in the next year, it could get trimmed.

    DLR - has zoomed since the hedge fund "bear raid" (not sure exactly what a bear raid is, but :). It is one I added to in December 2013 and those shares are up 50%. The initial position, bought in Feb. 2013 are up 14%. Its normal P/FFO for the past 10 years is 16.2, the current is 13.7. A definite hold.

    All three of these are overweight positions and none are in immediate danger of being sold, but O would come the closest on valuation and, without an increase in dividend growth in 2015 - well, it is not my most well regarded REIT.
    Jan 6, 2015. 06:48 PM | 4 Likes Like |Link to Comment
  • 2014 Year-End Portfolio Review [View article]
    As they say back home: "Good on you."

    And, as Stephen Stills sang "Keep on keeping on."
    Jan 4, 2015. 08:08 PM | 1 Like Like |Link to Comment
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