Seeking Alpha

purpleboarder

purpleboarder
Send Message
View as an RSS Feed
View purpleboarder's Comments BY TICKER:
Latest  |  Highest rated
  • Darden Could Teach McDonald's Something [View article]
    The author would like you to believe that Olive Garden and mcd compete for the same customers, but this article (saying it's not ganging up on mcd, but (Oopsie!) actually is... I don't deny the medium-range problems that mcd has to figure out, but this article tells us nothing.... What's next? Hey! Let's compare a Mercedes AMG S-class to a Nissan Leaf, and say Nissan just can't connect with the millenials.....
    Apr 16, 2015. 04:36 PM | Likes Like |Link to Comment
  • Will BHP Billiton Become A 'What Was I Thinking' Stock? [View article]
    Cape, way more eloquent than me, aaand with more respect to the author...


    Shelby, Sorry if I sounded unkind. I hadn't had my coffee yet. If you can deal w/ the fluctuations of this cyclical stock for many years, you will be handsomely rewarded. I'm fairly new to DGI, being in it for about 4 years now. I bought JNJ when the media had a field day with it a few years ago w/ all the recalls. I'm glad I stuck to my guns and kept JNJ. Same thing is going on now w/ BBL and my oil/gas sector holdings (CVX, COP)....


    As each year passes, my patience will get tested eventually w/ all of my holdings. And as each stock weathers the storm, it confirms my belief in DGI that much more....
    Apr 7, 2015. 08:28 AM | 9 Likes Like |Link to Comment
  • Will BHP Billiton Become A 'What Was I Thinking' Stock? [View article]
    You go to David Fish's list for validation for purchasing BBL, and yet you are fretting over stock price? You did get your dividend last week, right? You do know BBL is a cyclical stock. Either back up the truck or sell. It sounds like you don't have the stomach for BBL (or long term buy/hold stocks for that matter)....
    Apr 7, 2015. 05:36 AM | 7 Likes Like |Link to Comment
  • We've Soured On Chevron's Dividend... Sorry [View article]
    I don't like Shell's replacement rate of reserves....
    Apr 4, 2015. 06:48 AM | 1 Like Like |Link to Comment
  • McDonald's: Would You Like A Hash Brown With That Burger? [View article]
    You do know that Coca Cola has been diversifying into more than 500 kinds of still and carbonated beverages in over 200 countries, right? PSST. Don't tell anyone, but you should know that some of the "countless different beverages mostly focused on healthier alternatives" are (gasp!) sold by Coca Cola. Some of these include Dasani to PowerAde to MinuteMaid to the new Fairlife milk products....

    Listen to all of the talking heads slinging FUD all you want, but at the end of the day, MCD is still be biggest/best of breed, has the best margins, lowest costs and biggest free cash flow. No company is perfect, whose stock price goes up all the time. The prize your eye should keep on, isn't stock price, but the growing dividend.....
    Apr 1, 2015. 09:10 PM | Likes Like |Link to Comment
  • McDonald's: Would You Like A Hash Brown With That Burger? [View article]
    I love the riff-raff waxing eloquent about a dividend aristocrat. Yes, MCD has seen better days. Yes, they are slow to react to changing consumer tastes. But they eventually correct it. They did it in 2002, and they will figure it out again in a year or two. And those w/ long-term horizons, get rewarded handsomely.... Shorting a blue-chip? Sure, but not worth the risk/reward in my mind....


    ...."Rather than training the employees to prepare a certain vertical of food (i.e., breakfast or lunch), the chains will now train employees to become versed in multiple menu items, thereby increasing their workload and capacity."...


    These proceeding 3 lines of fluff can be condensed into... "Throw more hash browns in the fryer an extra couple of hours, along w/ the fries when lunchtime comes along"...
    Apr 1, 2015. 07:35 AM | 5 Likes Like |Link to Comment
  • DGI Investing: It's Riskier Than You Probably Think [View article]
    Very suspect article. You imply and/or assume DGI folks are 'OK' with blindly purchasing stocks when the P/E is over 20.... Another sad assumption is that the typical DGI investor is incapable of finding companies outside of the US. Where's your proof or research?
    Mar 7, 2015. 10:47 AM | 8 Likes Like |Link to Comment
  • DGI Portfolio Update - Being Patient Is Frustrating To New Investors [View article]
    Buy some CVX, and call it a day.....
    Feb 25, 2015. 05:38 AM | 2 Likes Like |Link to Comment
  • Iron Ore: Is The Time Right To Get On Board? [View article]
    I've been loading up on BBL for the last 6 weeks. 5%+ dividend is a once in a generation opportunity for this stock. Also, being out of the UK, no foreign tax withholdings on the dividend payments...
    Feb 23, 2015. 07:12 AM | 1 Like Like |Link to Comment
  • Clorox - The Choice Investment Over P&G And Colgate [View article]
    Not thrilled about the 70+ % dividend payout ratio, which may hamper dividend growth... CL is at 60% which a little better, but still concerning...
    Feb 18, 2015. 07:34 AM | 3 Likes Like |Link to Comment
  • Why I Sold Realty Income, And Where I Reinvested The Proceeds [View article]
    Rashbaugh, I do agree that cashing in on an overvalued security (even a blue chip like O), to redeploy to increase income can sometimes work. BUT, you start to introduce the idea of timing the market, or a specific stock. This is where you can get burned. I tried this with INTC, when I sold for a modest gain (took proceeds and bought PM). 1-2 months later, INTC exploded. I had patience w/ INTC, but apparently not enough. This is the type of scenario I wish to avoid..... Yes, it all comes down to risk tolerance. As I get older, I'm taking less risk.
    Feb 8, 2015. 06:09 AM | 4 Likes Like |Link to Comment
  • Why I Sold Realty Income, And Where I Reinvested The Proceeds [View article]
    ....and when O falls, you get more shares per month. It sounds like the author isn't a buy/hold type of investor, and that's OK. I agree that O is overvalued too, and can't argue with turning a paper profit into real funds to be redeployed within an IRA/ROTH.....

    But as DGI buy/hold investor, I'm not willing to get rid of a rock solid cash machine simply because it's overvalued. O is more of a sure thing than a coal MLP, which surely is not. That's a risk I'm not willing to take.....
    Feb 7, 2015. 07:33 AM | 22 Likes Like |Link to Comment
  • How Much 'Extra' Return Are You Getting If You Reinvest Dividends? [View article]
    ...."Agreed, not to DRIP is somewhat akin to saying one can time the markets to deploy cash dividends more optimally than thru DRIP."....

    182, I understand your point, BUT, I see it differently. You aren't taking that bundle of dividends to 'time the market'. As of now, my dividend payments aren't big enough / worth enough to redeploy (transaction fees). This will take time. When I start receiving $1000-1500 a month, I will stop DRIPing. At that point, (in my case), I take that $$ and see which of my 25 stocks offer the best purchasing 'deal'. Right now, BBL, CVX, MCD and COP offer the better deals within my portfolio. Other times it might be KO or JNJ... Sure you have the 'burden' of making sure you don't get overweight in a certain stock/sector, but it's not that big a deal.

    There is no 'timing' when redeploying dividends. It's opportunity; ie, just checking the P/Es of the stocks you own, and deploying that cash accordingly.....
    Jan 27, 2015. 06:58 AM | 4 Likes Like |Link to Comment
  • Johnson & Johnson Is Slightly Overvalued, Time To Sell This Drug Maker [View article]
    Yes, let's cut off and sell the most stable branch of my money-making tree... I'll pass on this advice....
    Jan 22, 2015. 05:40 AM | 10 Likes Like |Link to Comment
  • Germany prepared to let Greece leave euro zone [View news story]
    ...or pay their taxes.
    Jan 4, 2015. 10:58 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
301 Comments
841 Likes