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rnsmth

rnsmth
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  • How I Defossilized My Portfolio - Part 1 [View article]
    I also hold HASI, purchasing it at $17.64. It is a 1/2 weight position but with its yield provides more income than its weight alone would imply.

    I seem to recall buying it after Brad Thomas wrote that it had left the station without him. I guess I chased it and hopped on the train :)
    Jun 18, 2015. 09:27 AM | 1 Like Like |Link to Comment
  • How To Design An Elegant Portfolio: What I've Learned From Seeking Alpha's Practitioners [View article]
    Great article DS!!
    Jun 17, 2015. 04:08 AM | 1 Like Like |Link to Comment
  • The No. 1 Stock In The World - Part 2 [View article]
    I am overweight JNJ, CVX and AAPL (see how I did that in reverse alpha order :-)

    Happy with that. Considering GILD as a spec position.
    May 30, 2015. 04:05 AM | Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    If you ever get a chance at an Alhambra 1925 - leap at it.
    May 26, 2015. 05:27 PM | 1 Like Like |Link to Comment
  • 5 Dividend Companies With 10-15% Growth [View article]
    Does not begin to describe their sticky ecosystem, and leaves out the iPad, Apple Watch, AppleTV, Beats headphones, etc.
    May 24, 2015. 11:20 AM | Likes Like |Link to Comment
  • These 32 Dividend Champions Are Fairly Valued [View article]
    Thank you David

    I feel very good about being able to be a fly on the wall as I get to listen to folks like you, chowder, chuck, dave and others post your thoughts. I consider you folks to be the Knights of the Dividend Round Table. Best of all is that your writings are based on evidence and transparent methods that can be replicated by your readers. As a retired researcher that aspect is very important to me.

    My financial life is better because of the contributions of y'all. Thanks again!!
    May 23, 2015. 05:38 PM | 9 Likes Like |Link to Comment
  • Why Lockheed Martin Perpetually Beats The Market [View article]
    You left out their significant non-defense R&D
    May 23, 2015. 04:48 PM | 1 Like Like |Link to Comment
  • 5 Dividend Companies With 10-15% Growth [View article]
    You left out AAPL
    May 23, 2015. 04:46 PM | Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    we were at parc Guell and the Familia Sagrada on the same day
    May 23, 2015. 12:17 PM | 2 Likes Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    495 new comments. I cannot read that many new comments. I am in barcelona fer chrissakes.
    May 21, 2015. 06:22 PM | 1 Like Like |Link to Comment
  • Learning From The Masters: Q&A Session With Chowder [View article]
    Joni, I don't know, but I do know that most of us have ghosts that come again and again. Mine are mostly pleasant ones, some of whom I am still good friends with.

    It is a reminder of a rich life when they remain good friends or when you reconnect with them and they also become good friends with your partner.

    It was, IMO, a very special time in history and I am glad I lived through it.
    May 16, 2015. 10:29 PM | 1 Like Like |Link to Comment
  • Dividend Growth Investing Requires Perseverance [View article]
    Good to hear about SO. As far as I am concerned they do not have to do a lot better than they have since I opened my position in Dec. 2014 to please me.
    May 16, 2015. 09:30 PM | 1 Like Like |Link to Comment
  • Learning From The Masters: Q&A Session With Chowder [View article]
    Well I'm be damned here comes your ghost again.
    May 16, 2015. 06:49 PM | 2 Likes Like |Link to Comment
  • Should I Have Followed My Advisor's Advice ? A Look At 4 Year Performance [View article]
    PAYX should benefit from rising rates
    May 16, 2015. 05:52 PM | 1 Like Like |Link to Comment
  • Should I Have Followed My Advisor's Advice ? A Look At 4 Year Performance [View article]
    <<Quite frankly, you and I and Bob as well (no pun intended) have yet to live through a dreaded bear market, while having nearly 100% invested in stocks. This surely looks good on paper, but . . . . . . . . . .>>

    Those of us getting pensions and/or social security can never be 100% reliant on stocks for our income.

    But of course it will not be easy to see that kind of decline in our account balances. It was not easy in 2008 and it would not be easy to see it again - but rising income will probably make it easier.
    May 16, 2015. 05:03 PM | 1 Like Like |Link to Comment
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