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StLoMoDan

StLoMoDan
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  • Verizon Vs. Vodafone: One Company Hit A Home Run With Last Year's Wireless Deal [View article]
    I reinvest my VOD dividends. It is through my brokerage account at Ed Jones and doesn't cost anything.
    Dec 16, 2014. 03:21 PM | 2 Likes Like |Link to Comment
  • AT&T - An Alternative Investing Strategy [View article]
    When you purchase shares has a big effect on overall return.

    I first invested in T in 2000 when shares were $63. I have added to the position several times over the years and now have an average cost per share of $32.11. The dividends have always been reinvested and they have increased my share count by over 17%. The current yield on my original invested funds is 6.64%

    My original purchase is still only worth about half of what I paid for it. My particular example with T shows the benefits of dollar cost averaging and thecompounding factor from reinvesting the dividends

    The unfortunate investors in SDRL have lost their capital and won't see dividends for the foreseeable future. Timing really is everything and always diversify.

    .
    Dec 2, 2014. 10:03 AM | 4 Likes Like |Link to Comment
  • Thanksgiving weekend retail sales decline [View news story]
    Black Friday used to mean something but it has increasingly been diluted into several days before and several days after. And really is just a part of the overall holiday shopping season.

    This poll doesn't account for all the sales pulled forward or those that take place on Cyber Monday, nor does it account for online sales. Walmart and Target said their online sales were up about 40%. Other chains reported big online increases as well.

    The sales will be there and this poll will be proven worthless.
    Dec 1, 2014. 03:16 PM | Likes Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    "Apple will no doubt sell some of its new watches but my view is that it is a product that will be confined to the Apple loyalists who will buy every gadget Apple sells regardless of its utility"

    You may be right about that. So with hundreds of millions of units in the marketplace, and over a half billion iTunes accounts I think we could conservatively estimate that there are over 200 million of these loyalists roaming the earth anxiously awaiting the Apple watch. That translates into a lot of sales.

    You stay short if you like but I would not recommend it.
    Long APPL
    Nov 19, 2014. 09:20 AM | Likes Like |Link to Comment
  • Apple -2.8% as Bendgate, iOS 8.01 get more publicity [View news story]
    Gotta give the Google, Samsung, Android crowd credit for changing the conversation.

    Last week every analyst said the new iPhones were the best phones on the planet...hands down...Then some guy on Youtube, owned by google, destroys an iPhone and everyone is talking about that.

    These folks are showing signs of desperation.

    iPhone 6 is still the best phone on the planet. Silly abuse videos won't change that.

    Long Apple, and enjoying my new 6+
    Sep 25, 2014. 07:07 PM | 2 Likes Like |Link to Comment
  • Apple's iPhone 6 First Weekend Sales Record: What It Means For Investors [View article]

    Apple is already adjusting to the demand.

    I ordered a 6+ with a promised delivery from 10/1 -10/6.

    It has been shipped already with expected delivery this Thursday, 9/25. That gets my sale into the 4th quarter, which could lead to a beat in this quarter

    Long APPL
    Sep 22, 2014. 12:08 PM | Likes Like |Link to Comment
  • Apple: Record iPhone 6 Pre-Orders Versus No China In 2014 [View article]
    I agree with you on the fate of the iPad mini. I have one and probably will use it very little after my 6+ arrives. I can see the end of the line for that one product.

    But, with the watch coming soon and new iPads with larger screens possibly on the way I think the revenue will be replaced from lost mini sales.
    Sep 18, 2014. 09:21 AM | Likes Like |Link to Comment
  • Apple Or Google - Which Stock Do You Prefer? [View article]
    Apple, no contest.

    Google has an invasive business model. Apple just sells great products profitably.

    Apple friendly to share holders, Google with its multiple classes and limited voting power, not so much.

    Long Apple.
    Sep 18, 2014. 09:16 AM | 1 Like Like |Link to Comment
  • Tim Hortons: How To View The Transaction From A Shareholder And Merger Arbitrage Perspective [View article]
    I was thinking of taking the cash this morning. Your info makes me less likely to do this. I agree that there is some long term upside potential.

    And, the clincher for me, Cramer was pounding the table to sell and take the money. I guess he missed out. He is my contrarin indicator. I will hold on.

    Long THI, WEN
    Aug 26, 2014. 05:16 PM | Likes Like |Link to Comment
  • Without Its Tax Dodge, What's Walgreen Worth? [View article]
    The fund company made its call when WAG had more than doubled in 2 years while CVS had mostly meandered sideways in the same period. It would not take a highly seasoned analyst to se that CVS at that time was probably a safer bet. Whether they would feel the same after WAG dropped is anybody's guess.

    Many of your other comments are hearsay or innuendo and have no place in a financial article.

    WAG has been great for me and I will continue to hold it.

    Long WAG
    Aug 21, 2014. 04:49 PM | 7 Likes Like |Link to Comment
  • AT&T: Sprint Declares (A Price) War [View article]
    This will no doubt be a great deal for families trying to get a handle on their mobile expenses. But as I understand it, you get 2GB per line per month for up to 10 lines. If it were truly shared capacity it would be an unbeatable deal for me.

    Can you grab 9 friends and sign up with each being billed $10 bucks a month? Great deal for me but an administrative nightmare for Sprint. Do they have the capacity to handle a bunch more smart phones, or would we all have long waits trying to access the internet? It should change the landscape, but I wouldn't sell either of the big guys because of this.

    Long T, VZ & VOD
    Aug 19, 2014. 10:34 AM | Likes Like |Link to Comment
  • Corning's Results Suggest No Sapphire iPhone - This Year [View article]
    Lots of interesting info here, thanks.

    Corning has been in an enviable position since GG became available. They can't supply as much as they could sell. Anecdotally, I know Honeywell has approached them on a project and were rebuffed because there was not enough to go around. Corning had a significant backlog. So it might be possible that others have stepped in to soak up the product Apple does't want.

    Apple will continue to use GG on the 4s, 5 and 5s even if the 6 does go to Saphire. I don't have any solid info one way or the other, just putting in my 2 cents.
    Jul 29, 2014. 03:52 PM | 1 Like Like |Link to Comment
  • Alcoa Makes The Turn, Aluminum Is The New Steel [View article]
    I have had AA on my radar for about a year. It looked like the turn around was taking hold and they were paying dividends.

    When they announced the deal with Ford on the F-150 I pulled the trigger. I am happily sitting on over a 50% gain since January.

    The long term trends look good for Aluminum used in manufacturing and I believe AA will be right in the middle of that growth.

    Good article, Long AA
    Jul 9, 2014. 10:50 AM | 2 Likes Like |Link to Comment
  • Growth All Around As AT&T Gets Ready To Release Second Quarter Results [View article]
    I think it is across the board down. VZ and VOD are both down more than T
    Jul 8, 2014. 03:18 PM | 1 Like Like |Link to Comment
  • Is Wal-Mart A Buy Right Now? [View article]
    I have owned WMT for over 25 years and I reinvest the dividends.
    I have scratched my head many times wondering why it never gets to a fair value.

    It seems to be a company that many love to hate, like many of these commenters. FYI jaswinder, Amazon is one tenth the size of WMT and is decades away from being able to swallow that fish. But you go ahead and pay 100 times earnings for its stock.

    All of the hate directed at WMT could also be applied to the companies the haters defend. Totally illogical.

    I won't need the capital for 15-20 more years. In the mean time my shares continue to grow on the cheap. Thanks for that.
    Jul 4, 2014. 09:22 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
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