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bsorge

bsorge
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  • I Am Holding My General Electric Shares And Intend To Add To The Position [View article]
    I hate to break up this party, but I just finished unwinding my position between 27.60/28.10 per share. Why did I do this?
    First, the $ 200 billion capital segment was GE's most profitable so they are kissing off the positive financial aspect of the business. They are doing this in such haste that
    the best they can do is massive share buy backs. The main recent purchase of Alstoms has plenty of problems with the French government and unions which I predict will be nothing but headaches. Lastly, do you really trust Jeff Imelt to move this massive change in a profitable manner?
    I predict several years of morass for GE and I for one am not just satisfied with the 3.5% dividend.
    Apr 20, 2015. 04:12 PM | 4 Likes Like |Link to Comment
  • Earnings Season: It's All About The USD [View article]
    For some time now I have been pruning my portfolio away from U.S. companies that have big overseas sales. My first to exit was PG which I hated to part with. My next was to purchase stocks that the products were made overseas, but sold mostly in the U.S.
    I also was watching for stocks that are not international traders and have a high
    U.S. Sales percentage.
    Apr 14, 2015. 07:44 AM | 2 Likes Like |Link to Comment
  • Why Is It So Difficult To Keep Investing Simple? [View article]
    Actually , to keep it really simple just buy a DOW or SPY ETF and go on remote..these stocks are all central components which are easily bought as a group.
    Apr 5, 2015. 12:33 PM | 1 Like Like |Link to Comment
  • 12.96% Advantage For 5 MLP Highest Yield, Lowest Price, April Dividend Dogs [View article]
    I would expect that a 10% plus dividend is surely a predictor that the market expects a dividend cut. Once that happens your fat return will quickly melt away.
    I own 12 MLP's and many of them have a cash flow that does not support their payout which is mostly a return on capital. I would sell except for the huge tax consequences.
    Apr 4, 2015. 06:51 PM | Likes Like |Link to Comment
  • Bull Market, Bear Market Or Barely Moving Market? [View article]
    Really surprised about "Transportation" as the lower fuel prices should be a boost. I wonder if this is an effect from the West Coast dock strike?
    Apr 1, 2015. 04:10 PM | Likes Like |Link to Comment
  • Ford: Can A Lincoln Rebirth Throw Sales Into Overdrive? [View article]
    When the Continental was being produced it appealed to Limousine owners and older retirees. I suspect their is pent up demand for the Limousine. Prices then were under $ 50,000 making them affordable luxury. They will not be selling a boat load of them.
    Apr 1, 2015. 12:39 PM | Likes Like |Link to Comment
  • Don't Let Low Dividend Yields Keep You From Investing In These Great Companies [View article]
    When I look at investments now I have a hard time pulling the trigger. It all comes down to risk versus reward which looks unfavorable now. The Dow keeps bouncing between 17,600 to 18,200 range. In the meantime yields are a tough sell. Against this backdrop we are looking forward to lousy first quarter earnings due to a strong dollar and lousy retail sales. Is it really worth investing right now??
    Mar 28, 2015. 05:41 PM | Likes Like |Link to Comment
  • The Bear Claws My Dividend Growth Portfolio - Will I Cut And Run? [View article]
    David,
    Let me suggest an alternative plan. Redeploying your investments into more promising sectors. Early on when oil prices started to crash I sold all of my holdings except COP, MLP's, and refiners. The later two are midstream and really service the oil and gas sectors, albeit they will be affected in the long run. I redeployed that cash into Healthcare and overseas with hedging currencies.

    I have also started to redeploy investments that are dependent on overseas sales.
    The USD strength is going to kill results going forth. This money is redeployed into Companies that do all of their business domestically and are essential for survival.

    Of course if everything starts to go to hell and a hand basket then I have a problem. At that point you cannot hide and cash is the only solution short term. Better then losing money!
    Mar 25, 2015. 04:56 PM | Likes Like |Link to Comment
  • Barron's 400 rebalance adds/drops multiple names [View news story]
    Is their any ETF's that invest basis the Baron 400?
    Mar 23, 2015. 04:01 PM | Likes Like |Link to Comment
  • The Ugly MLPs And Why You Should Avoid Them [View article]
    This group should be considered the "Dogs" of the MLP market. I have owned several of them and now just own VNR out of this group. I can't even give a good reason for owning even this and certainly current yield speaks of how poor an investment it is. Their are many good MLP's that include EPP, KMI, Magellan, ETP, and others.
    Mar 22, 2015. 02:01 PM | 2 Likes Like |Link to Comment
  • Better Returns From Vanguard Funds With Dynamic Asset Allocation [View article]
    As a Vanguard investor I have many of these holdings. System one echo's the broad based Index approach which would be the John Boogle approach. Best for the population that really does not want to follow their investments.

    System two has just the opposite problem in that it is focused on several sectors that are troublesome including Treasuries (Rising interest rates) and Energy.

    System three is closest to my preferred approach. The Healthcare sector has been a mover, but it is more narrow in focus. Maybe you could add a Consumer index fund. Overall, it is clean and simple.

    Interested to see other comments on this.
    Mar 16, 2015. 08:31 AM | Likes Like |Link to Comment
  • Play Defense With This ETF [View article]
    I am not so sure that this sector will offer as much protection this time around. A lot of the stocks have a 20 + PE ratio and are over priced. Factor in retail and USD strength I would not be rushing out to buy. In most previous markets I would agree with this thesis, but these economic factors give me pause.
    Mar 15, 2015. 08:30 AM | 5 Likes Like |Link to Comment
  • ETF Deathwatch For March 2015: Membership Falls Below 300 [View article]
    Am use to the terms ETF and ETN, but not ETP. Please explain.
    Mar 11, 2015. 06:40 PM | Likes Like |Link to Comment
  • Is The Boeing 787 Better Than The Boeing 777 For Low Cost Carriers? [View article]
    Nice talk, but reality is we get to fly in 20/30 year old planes 99% of the time.
    This is talk, but not in reality.
    Mar 9, 2015. 02:24 PM | Likes Like |Link to Comment
  • Vivus' Suit Against Actavis Gets Some Dates - Is Trouble Ahead? [View article]
    I don't see the problem. If Actavis wins they get to produce the drug. If they lose then they can't market the drug which they don't already anyway. I can't see a financial hit as they are not now producing the drug. The downside is strictly to Vivus.
    The generic players, like TEVA all know they will win some and lose some. Eventually they win as patents run out.
    Mar 7, 2015. 06:25 AM | Likes Like |Link to Comment
COMMENTS STATS
768 Comments
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