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bluesmoke

bluesmoke
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  • Why Microsoft Just Became A Compelling Investment Opportunity [View article]
    Couldn't agree more Tim. The latest 11% drop didn't scare me off. Nor do the constant MSFT bashers here on SA. At the end of the day the numbers stack up pretty well.
    Jul 22 11:04 AM | 1 Like Like |Link to Comment
  • A $200 Million Compressed Air Energy Storage Contract Boosts Dresser-Rand Group [View article]
    Thanks for the article Fitz. The concept is beautiful in its simplicity. Time to dig deeper into DRC. Happy Independence Day.
    Jul 2 07:22 PM | 1 Like Like |Link to Comment
  • Here's What Was Really Wrong With REITs, And Still Is [View article]
    Although your article is accurate, given the degree of the recent correction I suspect now is probably a good time to start a position in a diversified reit that has been properly researched.

    Regarding Realty Income specifically, when you factor in its legacy of dividend increases and huge portfolio, paired with good management, long term investors ( at a minimum 5+ years) who reinvest dividends will be hard pressed to find a better compounding machine.

    The key is patience.
    Jul 1 07:43 PM | Likes Like |Link to Comment
  • How To Put Your Retirement Strategy On Autopilot [View article]
    Another home run Tim. Only thing I would add is there's no mention of allocation. It would be somewhat risky to have 100K in only 5 stocks. It seems safer to hold to 5% per position, in other words 20 stocks at 5k each.
    Jul 1 02:09 PM | Likes Like |Link to Comment
  • Up 14% Year To Date, Clorox Seems Very Expensive [View article]
    Although you make very good points and I agree with you, a few things may have been underemphasized. Their net profit margin still hovers around 9% which is pretty respectable. These products sell all around the world and I expect those markets to expand at a faster clip than domestically. The shares have already dropped 8% since the high of $90 was reached. And certainly not a racehorse, I would file this under "Boring is beautiful".
    Jun 29 09:43 AM | 2 Likes Like |Link to Comment
  • The REIT Way To Build A Fortress Of Dividends [View article]
    Just remember, even at the beach you're swimming with sharks.
    Jun 25 02:18 PM | 2 Likes Like |Link to Comment
  • The Reemergence Of Nuclear Power: A Case For Thorium [View article]
    Dave, looking forward to you see Thorium as a viable investment?
    Jun 23 07:53 PM | Likes Like |Link to Comment
  • The Case Against Buying Low And Selling High [View article]
    Tim, I always look forward to your articles. If you do your homework the only people who will argue the concept of "buy and hold" are your brokers. Timing the market is a losers game - in the long run you will lose and the broker will win. Better to stay the course with quality companies.
    Jun 13 07:53 PM | 5 Likes Like |Link to Comment
  • Updating Our View On Realty Income: Is Now The Time? [View article]
    I have yet to find a better compounding machine.
    Jun 12 08:22 PM | 2 Likes Like |Link to Comment
  • 12 Above Average Performing U.S. Growth Firms At Bargain To Reasonable Valuation Multiples [View article]
    Excellent article. My first look under the hood at INGR. Thanks.
    Jun 7 08:52 AM | Likes Like |Link to Comment
  • Why United Parcel Service Is A Pass [View article]
    A couple things that were omitted that a potential investor might want to consider. According to dividata, the UPS dividend growth rate is above average. The average annual dividend increase for the past 10 years is roughly 8.5 - 9%. Also, as more trucks get converted to natural gas the fuel costs will drop considerably. And I don't envision internet sales slowing any time soon. Paypal Shipping now offers a discounted UPS option. Downside, among other things are the cost of organized labor and 3-D printing.
    Jun 6 02:01 PM | 1 Like Like |Link to Comment
  • Game Over For High Yield Debt [View article]
    Although I generally agree with your article, each mutual fund or ETF has to be evaluated on its own. Yield is only one clue. For example, the Fidelity High Income Fund (SPHIX) is comprised of almost 10% of Bank Debt, which is senior to all other types of financing except Revolving. Bank debt has shorter maturities and is secured. The yield is just a little over 4%. So, based on those two metrics the risk is not quite as high as you maintain but your overall premise is correct.
    May 31 04:39 PM | 1 Like Like |Link to Comment
  • Why EPS Growth Matters - Aflac And Cameco [View article]
    Good exercise. As far as uranium, my gauge is NLR. When that starts to trend higher I'll consider starting a position.
    May 28 09:18 AM | Likes Like |Link to Comment
  • Why This Long-Time Bull Is Moving To The Sidelines [View article]
    that's the thing about the future, it hasn't happened yet.
    May 26 09:07 AM | 7 Likes Like |Link to Comment
  • Is There Value In Today's Stock Market? [View article]
    Not sure I follow the logic regarding commodities if there is a strong recovery in housing but otherwise very solid article. Thanks.
    May 22 07:07 PM | Likes Like |Link to Comment
COMMENTS STATS
781 Comments
1,398 Likes