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bluesmoke

bluesmoke
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  • Why I'm Now Buying IBM (And Other 'Old' Tech Companies) [View article]
    Big ships don't turn on a dime but they do turn.
    Oct 22, 2013. 07:27 PM | 1 Like Like |Link to Comment
  • Why IBM Lost The CIA Contract To Amazon [View article]
    John, thanks for the insightful article. Very helpful.
    Oct 22, 2013. 09:50 AM | 1 Like Like |Link to Comment
  • International Business Machines Corp. Dividend Stock Analysis [View article]
    Well-timed and appreciative of your analysis. And agree with Tulip although flattering Buffett is irrelevant. With significant appreciation I continue to hold but will not be adding. Their net profit margin of 15% and stock buyback plans should be part of the equation as well..
    Oct 21, 2013. 08:32 AM | Likes Like |Link to Comment
  • The Irony Of IBM's Buyback Program After The Revenue Miss [View article]
    Microsoft comes to mind as another business that languished for the last few years, much to the chagrin of long term investors. Recently though, things are looking up (at least the share price). The tech space just seems to be more erratic. I'm willing to ride this out for the exact reasons you addressed. Thanks.
    Oct 20, 2013. 09:11 AM | Likes Like |Link to Comment
  • Are Warren Buffett's Top Holdings A Drag On His Portfolio? [View article]
    Nicely timed article as I've been wondering the same thing myself. From a dividend growth standpoint, anyone who holds these securities individually should be quite pleased, patience being the operative word.
    Oct 19, 2013. 09:34 AM | 1 Like Like |Link to Comment
  • Why An Intelligent Investor Considers REITs To Be A Fundamental Asset Class [View article]
    Streak- I admire your persistence. That of course is the million dollar question. Brad doesn't address it but my guess would be everything else being equal (including the continuation of smart decisions by management) the answer is yes. Either way we're going to find out, aren't we.
    Oct 13, 2013. 03:36 PM | Likes Like |Link to Comment
  • It's A Myth: Triple Net Lease REITs Aren't Bonds, They Are Becoming A Core Asset Class For Income Investors [View article]
    REIT's may resemble bonds, but there are two important differences almost always overlooked in high quality outfits like Realty Income -

    1) Bonds don't increase coupon (dividend payments) over time

    2) Bonds, although secured by assets, generally aren't secured by real property which is the case with O. In inflationary periods real property goes up in value while assets continue to depreciate.

    Big difference.
    Oct 4, 2013. 07:39 PM | 1 Like Like |Link to Comment
  • House Republicans Risk Political Backlash [View instapost]
    Thanks for the article. Until an amendment is passed forcing congress to balance the budget, one that prevents congress from being paid until it is balanced, I'm afraid you are focusing your energy in the wrong place.
    Sep 30, 2013. 04:58 PM | Likes Like |Link to Comment
  • Dividend Yields For S&P 500 Will Rise [View article]
    Lots of good info, but I'm having a hard time agreeing with the premise here. One thing not factored in is the downward pressure created by retirees selling a portion of their dividend-paying equities each year just to have enough money to live on.
    Sep 29, 2013. 01:01 PM | 1 Like Like |Link to Comment
  • 'Disappointing' Violin Memory IPO Is Still A Win For GSV Capital [View article]
    The trading symbol for Hewlett Packard is HPQ. Common mistake.
    Sep 29, 2013. 09:11 AM | Likes Like |Link to Comment
  • Beating The Market With Growth Stocks Portfolio [View article]
    Nice job. Thanks.
    Sep 28, 2013. 07:41 PM | 2 Likes Like |Link to Comment
  • Investing In A Market Of Stocks, Not A Stock Market: Why Valuation Is Important [View article]
    Dave, because of SA I've been a student of yours for quite a while. About 6 months ago I initiated a small position in GE for the exact reasons you outlined above. I'd like to think the student is becoming the master but it's really just building confidence in reading the financials plus a little luck. Thanks.
    Sep 18, 2013. 08:01 PM | 2 Likes Like |Link to Comment
  • Surprise, Surprise: No Taper From The Fed [View article]
    Whoever invented the "mute" button should win the Nobel Prize - retroactively of course.
    Sep 18, 2013. 04:40 PM | 1 Like Like |Link to Comment
  • 6 Dividend Growth Stocks With Very Little Debt [View article]
    Excellent, thanks!
    Sep 17, 2013. 09:07 AM | Likes Like |Link to Comment
  • Realty Income - Still Not A Buyer [View article]
    This article may be relevant for traders (which I'm not), but for investors, (ie someone who holds for at least 5 years) history demonstrates the opposite-

    "over the longer-term - say, five years - it has outperformed its peers significantly:"
    Sep 5, 2013. 09:24 AM | 1 Like Like |Link to Comment
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