Thanks.....Tom]]>

Thanks.....Tom]]>

I appreciate the time and effort you put into this article that will help me and other readers learn to make informed investment decisions.

Thank you..........Tom]]>

I appreciate the time and effort you put into this article that will help me and other readers learn to make informed investment decisions.

Thank you..........Tom]]>

Just started reading Bob's column this morning and the comments sections so this may have been answered further down in the comments.

When you go from a 3% yield to a 2% yield, you are reducing your yield by 1/3 not 1/2; 2% is 2/3's of 3%. In addition, your commented:

"In other words add the 50% one is not getting, with a 2% yield, and require the 5 yr CAGR the company is providing to be 18%"

Chowder's original rule stated the current yield plus the 5 yr CAGR should be 12%. Your 2% yielding stock would then require a 33% increase of the Chowder rule or 15.96% (12% X 1.33), not 50%.]]>

Just started reading Bob's column this morning and the comments sections so this may have been answered further down in the comments.

When you go from a 3% yield to a 2% yield, you are reducing your yield by 1/3 not 1/2; 2% is 2/3's of 3%. In addition, your commented:

"In other words add the 50% one is not getting, with a 2% yield, and require the 5 yr CAGR the company is providing to be 18%"

Chowder's original rule stated the current yield plus the 5 yr CAGR should be 12%. Your 2% yielding stock would then require a 33% increase of the Chowder rule or 15.96% (12% X 1.33), not 50%.]]>

As usual, good solid info and analysis.

Did I miss the article on your "Optimal Portfolio" or is that still in the works?

Tom]]>

As usual, good solid info and analysis.

Did I miss the article on your "Optimal Portfolio" or is that still in the works?

Tom]]>

Thanks for the informative article and anaylysis of ACAS.

So if one were to sell their shares of ACAS, where amongst the remaining BDC's, if any, would you recommend deployment of the proceeds?

Tom]]>

Thanks for the informative article and anaylysis of ACAS.

So if one were to sell their shares of ACAS, where amongst the remaining BDC's, if any, would you recommend deployment of the proceeds?

Tom]]>

Any foreign tax implications with the TGH dividend?]]>

Any foreign tax implications with the TGH dividend?]]>

If I may ask, what's been the yield on VNQ?

Thanks......Tom]]>

If I may ask, what's been the yield on VNQ?

Thanks......Tom]]>

Thanks.............Tom]]>

Thanks.............Tom]]>

Just a suggestion for those readers who follow you and even those who happen upon your articles for the first time: provide a link to your current portfolio holdings. I notice that many readers are interested in your specific holdings, such as dk0131 asking about the foreign stocks in your portfolio.

Again, really enjoy your articles and learn a lot from them and the comments.

Tom]]>

Just a suggestion for those readers who follow you and even those who happen upon your articles for the first time: provide a link to your current portfolio holdings. I notice that many readers are interested in your specific holdings, such as dk0131 asking about the foreign stocks in your portfolio.

Again, really enjoy your articles and learn a lot from them and the comments.

Tom]]>

What are some of the undervalued DG stocks out there now folks? Looking to add to my DG portfolio but wary of the next few months uncertainty.

Tom]]>

What are some of the undervalued DG stocks out there now folks? Looking to add to my DG portfolio but wary of the next few months uncertainty.

Tom]]>

Tom]]>

Tom]]>

Thank you for your cogent article on Staples. I especially appreciated your detailing the thought process that went into your decision. That was very helpful to me. Keep the articles coming.

Tom]]>

Thank you for your cogent article on Staples. I especially appreciated your detailing the thought process that went into your decision. That was very helpful to me. Keep the articles coming.

Tom]]>

Thank you.............Tom]]>

Thank you.............Tom]]>

I sent you an email earlier requesting a copy of your Excel spreadsheet today after reading a couple of your earlier articles. Now I see you've updated your speadsheet, so I assume you will send me that version when time permits.

I'm certain I'm not alone when I say thank you, thank you, thank you for being so generous with your product. Many of us don't have the expertise in Excel to set up this kind of spreadsheet, although we'd like to be able to utilize the data so that we can make more informed decisions on our investments.

Tom]]>

I sent you an email earlier requesting a copy of your Excel spreadsheet today after reading a couple of your earlier articles. Now I see you've updated your speadsheet, so I assume you will send me that version when time permits.

I'm certain I'm not alone when I say thank you, thank you, thank you for being so generous with your product. Many of us don't have the expertise in Excel to set up this kind of spreadsheet, although we'd like to be able to utilize the data so that we can make more informed decisions on our investments.

Tom]]>

I'm pretty certain Bob mentioned in his comments that he allocates 2% to each of the 50 stocks in his portfolio, as does Chowder.]]>

I'm pretty certain Bob mentioned in his comments that he allocates 2% to each of the 50 stocks in his portfolio, as does Chowder.]]>

My wife and I are retired and we've kind of been flailing around trying to find a good strategy and we think your articles have guided us toward the plan you have outlined.

One clarification. It appears you do not have dividends automatically reinvested in the stocks you currently own, but have them deposited into your account. You then make a decision where to invest those proceeds based upon your business plan and investment objectives? Is that a correct assumption?

We have been reinvesting the dividends automatically.

Thanks again and would appreciate your feedback.

Tom]]>

My wife and I are retired and we've kind of been flailing around trying to find a good strategy and we think your articles have guided us toward the plan you have outlined.

One clarification. It appears you do not have dividends automatically reinvested in the stocks you currently own, but have them deposited into your account. You then make a decision where to invest those proceeds based upon your business plan and investment objectives? Is that a correct assumption?

We have been reinvesting the dividends automatically.

Thanks again and would appreciate your feedback.

Tom]]>