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purpleboarder

purpleboarder
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  • 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
  • Waiting Patiently For A Wide Moat REIT Bargain [View article]
    I've been long ROIC since Dec '11.. Unfortunately, I've sold about half over the years to invest in other investments. Those mistakes won't happen again, and like you, will be waiting for a dip... Thanks for the article...
    Jan 1, 2015. 03:02 PM | Likes Like |Link to Comment
  • Crude set for biggest fall since 2008 [View news story]
    Those fine fellows out of East Anglia University, who tried to 'hide the decline', "accidentally" deleted the baseline data, and laughed at all of the Freedom of Information requests? ..... I agree. Follow the money indeed.

    Listen, I agree that there is always improvement in doing things 'cleaner'. BUT, I'm not going to support anyone who wants to shoot the US' economic engine in the twig and berries (Kyoto Agreement) because polar bears don't have enough icebergs to play on.....
    Dec 31, 2014. 09:10 AM | 2 Likes Like |Link to Comment
  • Intel's $50 Price Target Is Quite Plausible [View article]
    Just think... If you were invested in INTC back in '99, and had reinvested those dividends back into INTC along the way (which long-term buy/hold investors tend to do). I'm sure it wasn't their only holding either, nor does it make them 'suckers'.....

    KO, and a ton of other blue-chips had insane P/E ratios (30-50x) during that time as well, so using the 1999 timeframe makes your argument a little hollow....
    Dec 30, 2014. 10:12 AM | 2 Likes Like |Link to Comment
  • American Realty surges as activist discloses stake [View news story]
    I disagree... Although I don't have a skin in this game, it will be more expensive for ARCP to get capital for future expansion in purchasing property. Will it be an albatross? Probably not. BUT, it will be a disadvantage that other REIT's don't have. The margin of error/safety has melted away, which peeled off a layer(s) of investors that aren't comfortable w/ the higher risk w/ ARCP....

    Those SA writers that covered ARCP w/ "anxiety" hardly 'must all be very short term traders'.... It means the risk has changed dramatically. And when that happens, those investors that previously slept well at night with ARCP have sold. Because, well, they want a good night's sleep.....

    If you love ARCP, that's great. Just don't condemn all SA writers as 'short term traders' because they are concerned about ARCP. ARCP got caught fudging the #'s. Investors and lenders to ARCP don't take that lightly....
    Dec 30, 2014. 09:32 AM | 3 Likes Like |Link to Comment
  • The Philosophical View Of General Electric's 4.5% Dividend Hike [View article]
    ....."Now that the S&P 500 and the Dow have reached all time highs, it is not easy to find a high quality stock that is not significantly overpriced. "....

    ummmm, XOM, CVX, COP??
    Dec 24, 2014. 06:18 AM | 7 Likes Like |Link to Comment
  • Coca-Cola Has Got Milk, And Investors Should Care [View article]
    This foray into milk won't move KO's needle, but I think is a really small step down the important path of product diversification (away from carbonated beverages).....

    Many see investing in KO for the 'beverage highway' (distribution) it provides, more than KO's products that drive along that highway.....

    Anytime the yield is at or above 3%, you back up the truck. At the current 2.8%, you not getting a deal, but not buying an 'expensive stock' either, IMHO....
    Dec 23, 2014. 01:22 PM | 2 Likes Like |Link to Comment
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