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bsorge

bsorge
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  • Johnson & Johnson: The Benefit Of A Stagnant Share Price [View article]
    I have never owned JNJ due to the lack of share appreciation. Now in a low interest environment it looks more appealing as the value of other stocks have gotten rich.
    I have a similar problem with PG, but their has been more appreciation with them. I would compare it with KO.

    In case of a recession ( Likely in 2016) these will be good holdings I believe.
    Feb 27, 2015. 11:12 AM | Likes Like |Link to Comment
  • Dividend Growth Investors: I Have A Few Questions [View article]
    This depends on the amount you have to invest and your willingness to spend time to research.
    Feb 26, 2015. 01:40 PM | Likes Like |Link to Comment
  • Dividend Growth Investors: I Have A Few Questions [View article]
    Dear Bob,
    This is a quandary that a lot of investors have in a mature market.

    Question 1 - You always have t weigh dividend yield against possible growth and what you can make in bond holdings. Low yields are a function of the market being over priced and a strong U.S. dollar bringing in foreign investment. Time to be patient.

    Question 2 - the best time to sell is when you realize that stocks are to expensive to buy so you are unable to,pull the trigger to buy. That is a tipoff it's time to sell.

    Question 3 - I always felt this is a silly question as it all depends on the amount of money you have to invest. Someone with $ 100,000 might only buy 5 stocks, but some with $ 100 million might justify hundreds in their stock. My best advise is to consider some broader based mutual funds/ETF's when your portfolio becomes unmanageable. These should have low expenses and proven track records. The worst thing you can do is hand it over to wealth managers who I discovered are just salesmen.

    I also have access to numerous newsletters and find they generally don't beat the index's. I usually read them to know what not to invest in. I hope this helps.
    Feb 26, 2015. 01:39 PM | Likes Like |Link to Comment
  • HSBC executives face U.K. parliament tax inquiry [View news story]
    This stock has been a huge disappointment to me. Nothing but bad news year in and year out. Still I hold it, but I should sell it.
    Feb 25, 2015. 06:55 AM | Likes Like |Link to Comment
  • Why Income And Value Investors Should Prefer Unilever Over Procter & Gamble [View article]
    Timely article since others are saying it's time to sell PG due to future growth and valuation. Some factors are offsetting I believe.

    1) currency - UL is paid in Euros while PG based in U.S. Is paid in Dollars. However, a large portion of PG earnings is made in Europe and overseas and has currency exposure. Offsetting factors.
    2) products - I think PG hands down has better products and a wider moat. They are in fact whittling down from 180 to a planed 70/90 products while buying back stock to offset.
    3) Valuation - On paper UL looks like a better buy.
    4) Taxes - PG has a disadvantage here, but only if those earning are repatriated.

    I agree with Bikerguy. This is probably an argument of owning KO or PEP.
    Both are great names who's greatness is probably past. Likely some smaller consumer product Companies will offer better growth, albeit with lower dividends.
    Feb 21, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • Weathering Market Volatility With Smart Beta [View article]
    Very interesting. I did some research on the Ishares website and see that the All World ETF has a 25 PE and the All U.S. has a 22 PE. I would have thought that a higher PE would lead to increased volatility? Considering that historically the market PE has been at 15-17 and presently at 19 that we are at a greater risk for reversals..

    I can,t see how a 22-25 PE can be low BETA. Please explain?
    Feb 20, 2015. 08:54 AM | Likes Like |Link to Comment
  • Sysco: The Dividend Seems To Be In Rough Shape [View article]
    Thanks. I agree and may start further pruning of my position.
    Feb 19, 2015. 07:13 AM | 1 Like Like |Link to Comment
  • More Bad News Takes Down Dry Shippers And Their Rates To A 30-Year Low [View article]
    This is an industry that has many bad years and few good years. The problem is that during the good years owners run out and buy lots of new ships. It takes a long time for that eventual over supply to go away. I know as I was a chartering manager for a 20 ship fleet from 15/65,000 DWT. I will never invest in this industry. At least tanker owners charter their ships away for life thereby locking in their returns.
    Feb 17, 2015. 06:31 AM | 1 Like Like |Link to Comment
  • 5.79% Advantage For 5 Russell 2000, Highest Yield, Lowest Price, February Stocks [View article]
    These top yielders are all mortgage or related Companies which are dangerous if the Fed starts raising rates for anything but a quick trade.
    Feb 16, 2015. 04:15 PM | 1 Like Like |Link to Comment
  • A Dividend Investor's Dilemma: Take Profits Or Let It Ride? [View article]
    Parsimony,
    I think most of the above comments who declare they are buy and hold investors are really saying they don't feel their knowledge is great enough to do options. I am one of those who feel that my knowledge in this is not good enough to tamper with my investments. I really see the wisdom in your article, but I am unable to act upon it due to my lack of confidence in my abilities in this area.

    Worse yet none of my brokers are option traders. This comes even with Ameritrade who have been pushing options for quite some time.
    Feb 15, 2015. 06:17 AM | 2 Likes Like |Link to Comment
  • HCP Inc. Slides On Woes Related To Its Top Tenant [View article]
    Brad,

    I recently bought HCP after your recommending it at the Orlando Money Show and SA articles. Their was no previous mention that they had a narrow moat depending on one large moat - a nursing home chain at that. Nursing homes are heavily dependent on Medicaid payments which is always set very low by the Government.
    Very disappointed in your advise not being more forthcoming.
    Feb 11, 2015. 12:31 PM | 5 Likes Like |Link to Comment
  • Why I'm Buying Gilead And Selling Celgene [View article]
    Jason,
    I get your thesis on Gilead, but not to the point of shorting Celgene. It seems they are both good Companies, but you prefer Gilead. That is not a good reason to short Celgean in my mind. (Ps I have an alert on Celgean to buy if it gets cheaper).
    Feb 4, 2015. 08:50 PM | Likes Like |Link to Comment
  • Relative Value The Reason To Keep Buying Munis And Long Bond ETFs [View article]
    Gary,
    I think it is a no brainier to stay long with longer term bonds. The reality is that with the entire world lowering rates and dropping the value of their currencies that it will be impossible to raise rates. Doing so will kill our exports, but worse yet exacerbate our national debt problems. Further with the dollar getting stronger commodities will be getting cheaper thereby cutting inflation.
    As much as I would love higher interest rates I am betting it's not in the cards anytime soon!
    Jan 27, 2015. 08:51 PM | 1 Like Like |Link to Comment
  • The Stock Market 2015: A Sector By Sector Valuation Perspective - Part 1 An Overview [View article]
    Their seems to be a wrong correlation on PE values. Historically certain sectors, like Utlities, have low PE's. Others such as Technology have hire PE. Only a long term comparison of each sectors PE ratio can give us a true idea if something is under valued or over valued.
    Jan 9, 2015. 06:12 PM | Likes Like |Link to Comment
  • 5 Australian Stocks To Consider For Income And Growth [View article]
    I don't know how you can talk about these stocks without making mention to the currency situation. The Aust. $ has gone from 1.95 to the dollar to .85 which is a big haircut for U.S. Investors. I guess the question will be monetary policy going forward. (Please read above $ 1.05 and not 1.95)
    The Australian monetary officials seem to like a cheaper currency to enhance exports right now.
    Nov 27, 2014. 08:13 AM | Likes Like |Link to Comment
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