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rnsmth

rnsmth
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  • Apple Q2 2015 Earnings Preview: Another Strong Quarter Driven By iPhone In China [View article]
    The forward PE is under 14. It is the trailing PE that is a bit over 17.
    Apr 25, 2015. 02:23 PM | 5 Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    I do not make money outside of the USA and my investment accounts, though with my new immigration status I could go to work in Mexico. Hahahahaha

    I am retired and have no plans to go to work, though an interesting consulting gig in Hawaii is possible. Maybe if it involves a trip or two :)
    Apr 23, 2015. 05:15 PM | 3 Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    For tax purposes I am treated like a US resident regardless of where in the world I live, it seems. I tend to avoid MLPs, which is why I own the general partner in the case of SE/SEP.

    I do have a position in APU, which does not have a general partner.
    Apr 23, 2015. 09:14 AM | 1 Like Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    <<There are lots of ways to "win"!>>

    I like Whiteyball and the occasional long ball.
    Apr 22, 2015. 10:54 PM | Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    If they were relying primarily on market returns to fund their retirement. If the had other sources of retirement funding, and most US residents have at least SS, then the story can be different - especially for us older folks who are, perhaps, more likely to also have defined benefit pensions.
    Apr 22, 2015. 10:32 PM | 2 Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    I have a dividend stock portfolio with 28 companies. I think it is close to set and forget for the medium term (I am 63 years old). I keep my spouse update and we discuss it, but she is not particularly interested in managing it.

    My play money, about 12% of the portfolios at this time, is in option strategies mostly involving Apple. She is not at all interested in that, other than how much money we are making/losing in it, and has instructions for closing those positions should I meet an untimely death.

    While I think she would be fine holding onto the dividend growth positions we currently have (the list of companies are at my profile), We are exploring alternatives. While SCHD sounds like a good alternative, another we have looked at is using Morningstar Investment Services to manage an account ala Josh Peters' Select Dividend Portfolio. The cost is higher than SCHD, but the dividend yield is also, and it can be customized to exclude MLP's, for example. One could, as I am, instruct them to invest in a general partner (like SE), instead of SEP.

    We have not yet made any decisions on this. We will be making them over the next year or two and I will be leaving detailed instructions with a couple of options. She will be free, of course, to do whatever she wants to should I die before she does.
    Apr 22, 2015. 10:24 PM | 2 Likes Like |Link to Comment
  • Is Target's Higher Dividend Yield Over Wal-Mart Worth The Risk? [View article]
    Yes, Mike. That was encapsulated in my "Yes, it is" response.

    Parsimony good :)
    Apr 22, 2015. 12:03 PM | Likes Like |Link to Comment
  • Omega Healthcare Puts The Purr In Performance [View article]
    Monthly, quarterly. It does not matter a whit to me.
    Apr 22, 2015. 12:01 PM | 7 Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    CAGR of what metric?
    Apr 22, 2015. 12:01 PM | 1 Like Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    You can use Morningstar Investment Services to run your portfolio ala Josh Peter's Dividend Select Portfolio - cost .55% for the bunch of money. Would be less expensive than Thomas Partners.
    Apr 22, 2015. 12:00 PM | 2 Likes Like |Link to Comment
  • Omega Healthcare Puts The Purr In Performance [View article]
    Thanks Brad. I bought OHI in the Fall of 2012 - might have been after reading an article of yours. Needless to say, I have been delighted with its performance as an important cog in my dividend growth and income machine.
    Apr 22, 2015. 07:15 AM | 9 Likes Like |Link to Comment
  • Is Target's Higher Dividend Yield Over Wal-Mart Worth The Risk? [View article]
    Yes, it is.
    Apr 22, 2015. 06:48 AM | 1 Like Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    David has long been in the hybrid world of investing by his own account, having written that he has been slowly moving funds invested in bonds and maybe mutual funds over to his dividend growth strategy. It is fair to say, I think, that SCHD is part of that dividend growth strategy.
    Apr 22, 2015. 06:45 AM | Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    No, there would have to be an equal number on each side of the median line. You guys can figure out is it is dollars or number of investors, but the median would be the correct measure of central tendency, not the arithmetic mean.
    Apr 21, 2015. 11:52 PM | 7 Likes Like |Link to Comment
  • Why I Purchased Schwab's U.S Dividend Equity ETF As A Dividend Growth Investment [View article]
    To my knowledge Dale has not, despite repeated requests from Chowder, posted public information about his Scaredy Cat portfolio performance.

    I may just have missed it, though.
    Apr 21, 2015. 04:44 PM | 8 Likes Like |Link to Comment
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