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purpleboarder

purpleboarder
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  • Tesla's Share Price Means That Everyone Else Is The Winner [View article]
    The 'consensus of scientists' are on the dole. They get paid by their masters to give them the opinion they want......Follow the $$. Fudging #'s (Email-gate, East Anglia 'hide the decline'), whining about FOI requests, and destroying base data may be at odds with your opinion that man is actually responsible for majority of the increased levels of CO2... BTW, I give credit for Musk to make a buck by making an electric vehicle. I also have no problem w/ the gov't subsidizing innovation (better batteries, etc).....But don't 'deny' that the chemicals/resources needed for those batteries, and the creation of the 'zero emission' electricity has an ecological price to pay as well.
    May 23, 2015. 10:02 AM | 1 Like Like |Link to Comment
  • Coca-Cola's Big Hedge Is Proving To Be Not So Great [View article]
    Why did the author conveniently omit that much of KOs wealth generation lies in its distribution? Or the fact it's been paying increasing dividends. (To the time of 8-10% annual increases) for the last 40+ years? Or that they are slowly diversifying into water/juice/health/energy drinks? Or that Dr Pepper relies on KO for its own product distribution? Another hit piece by a FUD dud....
    May 20, 2015. 04:26 PM | 1 Like Like |Link to Comment
  • Stress Test For Dividend Growth Investors [View article]
    Let me know if I'm wrong, but dividends are still paid in cash, right? I think a DGI can put aside some 'dry powder' each quarter when the next correction comes along....
    May 12, 2015. 08:17 AM | Likes Like |Link to Comment
  • Stress Test For Dividend Growth Investors [View article]
    I think the author brings up a great point. It forces you (or reminds you) how you would react to a 30-50% correction. Half of the battle is choosing at least 15 of the correct 'core' holdings, and not buying at overvalued prices. The 2nd half of the battle is having the resolve to not sell, or at least not sell till a dividend it cut.

    If you have only 8 blue-chip stocks, and 2 get wiped out, would you be OK with that? If not, you may want to plan on diversifying into more stocks to be prepared, so the GE's of the next downturn will nick you, instead of gut you...

    Do you have many non-blue chips paying a (currently) sweet dividend? How would these get affected by the downturn. Sure your diversified, but are too many of them non-blue-chip?

    It's a good article to make you think. Definitely not bashing DGI strategy....
    May 10, 2015. 06:03 PM | Likes Like |Link to Comment
  • Generating $100 A Month From Kinder Morgan [View article]
    bmcip... Google 'dividend growth investing' (ie, "DGI"), 'david fish' and his list of 'dividend aristocrats, champions and challengers. Also check out a contributor called chowder. All of this info is under your nose, here on SA.... I also like authors Tim McAleenan... Good luck....

    DGI is not a 'set in stone' definition in long-term investing, and there are no 'hard rules', but it basically means investing in blue-chip stocks who have an uninterrupted history of 10, 15, 20+ years of dividends that grow every year. Some reinvest/drip the dividends. Some take the dividend proceeds and initiate new positions, or add to their existing positions based on P/E, or other models of value. Some like companies w/ low yield, but high growth of the yield each year (ie KO, HSY), while some like a high yield w/ low dividend growth ("T"). Some have a blend between the two. If they are later in life, many choose more stocks w/ higher yield for income; if they are younger (20s-50s) still in the accumulation phase, many will have more low-yield, high growth, and allow time to really allow the compounding effect to work its magic.......... Hope this helps...
    May 8, 2015. 10:41 AM | 3 Likes Like |Link to Comment
  • Generating $100 A Month From Kinder Morgan [View article]
    PM gets sued, JNJ gets sued, CVX gets sued. All large blue chips, along with companies big and small get sued. I get the contrarian point you are trying to make, but at the end of the day, KMI is going to get paid for decades on its "toll road" business model, that is insulated from energy price swings.... Unless you are retired, bonds are a lousy way to grow wealth....
    May 8, 2015. 05:52 AM | 4 Likes Like |Link to Comment
  • Generating $100 A Month From Kinder Morgan [View article]
    Bonds offer no capital appreciation whatsoever. Bonds offer no annual yield growth. Long term bonds gets handed to them if inflation heats up, lowering purchasing power. If you are young and in the capital accumulation/growth phase of your life, bonds are a horrible choice. Bonds do make more sense once retired, and you want to preserve wealth.
    May 7, 2015. 07:53 PM | 7 Likes Like |Link to Comment
  • Generating $100 A Month From Kinder Morgan [View article]
    Can your fictitious AAA bonds yielding 4%, grow its yield 10% a year? Also, dividends are more stable and predictable than stock price. For a long-term holder, lower stock prices (in the accumulation phase) can buy you more shares that crank out more dividends later on.....
    May 7, 2015. 07:44 PM | 5 Likes Like |Link to Comment
  • Chevron, Sharply Negative Cash Flow, Dividend Under Threat [View article]
    The article is the very definition of FUD. Oil prices are rising, with no signs of reversal for now.... This long-term CVX holder is not worried.
    May 6, 2015. 08:42 AM | 11 Likes Like |Link to Comment
  • 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 | 9 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
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