StLoMoDan

StLoMoDan
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  • My 4% Dividend Yield Portfolio: Exchanging ConocoPhilips For VNQ  [View article]
    I have been long COP for several years. After receiving the PSX spinoff and all subsequent dividends I am not in bad shape. However I doubled my COP holding last summer and that investment is deeply underwater.

    I am disappointed in management because of their about face from one earnings call to the next. I am not sure how to take this. Did they see something in the markets that terrified them into making this decision? If so, I should wait to add to my position and reduce the average cost per share. I do see myself adding on but I don't know when. Market clarification is needed.

    If things continue to deteriorate then I will probably take a tax loss nearer the end of the year and repurchase in 2017.

    Also long CHX and PSX
    Feb 10, 2016. 09:29 AM | 2 Likes Like |Link to Comment
  • AT&T Is The Ideal Stock For 2016  [View article]
    I agree with you. I am a long time holder of T in multiple accounts. I recently added in my taxable account because I see some of the same things you mention. They appear to have limited downside and with a yield over 5% provide a much better alternative to holding cash.

    I am also a long time user of their products. I have U-verse in 2 houses, 2 cell phone accounts, 2 iPads hooked up to their cellular product and 4 vehicles with AT &T cellular connections. This all totals about $500 a month. I have looked into their home security offering and would like to add Direct TV to my Florida place. T does have a lot to offer.

    I am also long VOD and V but feel that T has the strongest current position.
    Feb 4, 2016. 11:53 AM | 6 Likes Like |Link to Comment
  • Our Economic Ecosystem Needs To Be Rescued - A Tale Of Two Retailers  [View article]
    I really don't understand the constant articles comparing Walmart to Costco. One is a discount department store and grocery and the other is a buyers club. A meaningful comparison might be Walmart versus Target or Costco versus Sam's but Costco versus Walmart is like comparing Best Buy to Kroger.

    Anyone shopping at Costco has to pay to play. It is at least $100 a year to shop there. Granted, thousands of people pay up and that pure profit can be used to pay higher wages. More power to them.

    Walmart appeals to a wide swath of socio economic customers while Costco appeals to upper middle and high income people. I shopped at walmart yesterday and checked out behind a woman who searched the bottom of her purse to find enough coins to pay for what she wanted. I would never see her at a Costco.

    I have no problem with Costco. It is a good company filling a need...but it is a different need that what Walmart fills.

    Long WMT
    Jan 6, 2016. 10:24 PM | 17 Likes Like |Link to Comment
  • SunTrust: Thanksgiving shopping a "bust"  [View news story]
    Black Friday has been spread out over at least a week. If total sales Monday are better than last years total sales then it is not a "bust".
    Nov 27, 2015. 01:02 PM | 13 Likes Like |Link to Comment
  • Goldman hits Phillips 66 with Sell rating, upgrades PBF Energy to Buy  [View news story]
    I was a bit surprised with this news, too. Not sure GS even understands what PSX does. Hopefully, they will drive the price down for whoever they are fronting for.

    I will be adding to my position after January. Long PSX
    Nov 23, 2015. 11:50 AM | 9 Likes Like |Link to Comment
  • Retirement Strategy: Adding A Brand Name, High-Yield 'Turnaround' Stock Could Power Your Income Portfolio  [View article]
    Good analysis. I will follow you, as asked.

    I am long WMT and have been in 3 different accounts since the early 90's. I have reinvested all the dividends and have a very good position. I never have been a fan of toy companies, or game makers. They just appeal to a very fickle audience. I try to stay away from that.

    I also pay very close attention to market sentiment. The universal negativity towards WMT, calling for its eminent demise has me thinking it will soon be time to add to my position. Especially when the company is a market leader and a behemoth.

    I followed all the Angst towards Walgreens a few years ago, which led me to buy in in the low $30's. With reinvested dividends and about 3.3 years time I have seen that position triple.

    I do agree with you that Amazon is, and will continue to hurt WMT. I buy a lot of stuff from Amazon, mostly at WMT and WBA's expense. It's convenient and I don't have any concerns about empty shelves.

    I see 2 possible achilles heels for Amazon. Theft of delivered items, and strikes among union shop delivery services. I live in a very safe neighborhood and have no concerns about boxes being left on my porch. Many people do not share that luxury, and as thieves catch on we will see and epidemic of missing merchandise.

    UPS and USPS are strong union shops. A prolonged strike by either puts Amazon in a very difficult position. Fed-ex, Uber, etc. might pick up the slack. But, it would probably require a change in activity by consumers back to stores, at least for the short term. If the stores are ready for it, then habits could change back to pre-Amazon days.

    And change is in the works. I visited several local Walmart stores last week to see for myself. The stores are much cleaner, brighter and less cluttered. This is noticeable immediately as you enter the store. This is not scientific, but it appeared that the shelves were better stocked.

    Good investing to all.
    Oct 19, 2015. 11:44 AM | 4 Likes Like |Link to Comment
  • It's Time To Fix What's Actually Broken: My Open Letter To Wal-Mart  [View article]
    Good article. I too am a long time holder of the stock, as well as a long time shopper at the WMT and Sams stores. Some of the issues you bring up I have not had experience with, but the empty shelf, no inventory issue has slowed down my visits to Wal-Mart in particular.

    For years I have made monthly visits to wal-Mart for our toiletries. In the past couple of years they have been out of the items I want, almost always. I finally gave up and now order these things on an Amazon monthly subscription.

    I would prefer to do business with a company I own an interest in but my time has value and have not been in a Wal-Mart for several months now. I have considered selling my shares because I fear the company is on a down-hill slide. But, it has been good to us over the long haul and I hope the new CEO will really make some meaningful changes.
    Oct 5, 2015. 02:31 PM | Likes Like |Link to Comment
  • Chevron And The First Signs Of A Recovery In Oil  [View article]
    I have been log CVX since 2011. I added last july and I have a pretty large loss. I may sell to take the tax losses but I will then buy it again after the market settles down. I still believe in them long term. Also long COP and PSX
    Sep 23, 2015. 10:25 AM | 1 Like Like |Link to Comment
  • Seadrill - Avoid This Stock  [View article]
    I have had this stock on my watch list for about 3 years. It was in the 40's with a young inventory and a management promise to keep the dividend through 2016. Oil starts to fall and, all of a sudden, no more dividend....poof, it's gone. How can anyone trust this management?
    Sep 10, 2015. 09:36 PM | 1 Like Like |Link to Comment
  • Apple Falls... And Lands In My Dividend Growth Portfolio  [View article]
    Thanks for the analysis. Like the other guy, I like your style.
    I am long APPL since the late 1990's and have added several times since 2010. It is my largest position so I have been reluctant to add more. I have no intention of selling because it still produces the best, and it is undervalued. IMHO.
    I marvel at some of the naysayers as they continually wring their hands about Apple's ability to maintain iPhone volumes. People who currently own an iPhone are highly likely to get another one when they upgrade.
    Over the last 10 quarters Apple has sold over 450 million iPhones. That is just the 5 and 6 series. Add in the 10 quarters before that and the numbers swell to over 650 million units. And still, we are not counting anything sold before the iPhone 4.
    Regardless of what upgrade cycle you choose to use, that is a whole bunch of people waiting in the wings for the current offering.
    Add in the millions of folks around the world clamoring to get an iPhone for the first time and volume possibilities become mind boggling.
    Based on this type of info you have made a good move, and you will never regret it.
    Cheers.
    Aug 5, 2015. 01:50 PM | 5 Likes Like |Link to Comment
  • Report: New Apple TV set-top due in September, will have remote with touchpad  [View news story]
    You know not of which you speak.

    I had an Apple TV 7-8 years ago in London and it got everything that my US one got.

    I have a friend in Birmingham, UK with an Apple TV and he gets all the stations including MLB tv., CNBC, etc.
    Jul 30, 2015. 09:53 PM | 16 Likes Like |Link to Comment
  • ConocoPhillips: Never Mind The Oil Price Crash, This 5.6% Dividend Yield Play Is Way Too Good To Pass Up  [View article]
    I did the same thing. Added to my position at 56.34. Wish I had waited until Monday. Still believe I will be fine in the long run. Long COP
    Jul 30, 2015. 04:03 PM | 2 Likes Like |Link to Comment
  • Chevron - A Nearly 5% Yielding Rock Of Stability In The Energy Sector  [View article]
    Long CVX, COP and PSX in the oil related segment. I started my positions about 3-3 1/2 years ago. All 3 saw significant gains while paying increasing dividends. CVX and COP have pulled back to a near break even point for me while PSX has maintained most of its gains even in the down market. Each position started was for about the same amount of capital.
    Yesterday I added to CVX and COP to balance out the 3 positions. Each of these companies have strong points and weaker points but each pays a great dividend ranging from 2.7% to 5.5%.
    For now I reinvest the dividends but at some point I will use the income in retirement. Most likely 8-10 years out.
    I can't be sure of what oil is going to do, but it is currently is at a low point. If it goes lower I think my capital will be protected by the high dividend in CVX and COP which will purchase more low priced shares. PSX is more about chemicals, refining and pipelines, and a little oil production. They are still growing revenues and profits even in a down market, plus they have aggressively grown their dividend since being spun off in 2012. My capital is pretty safe with them.
    These are lifetime investments so I don't worry too much about short term markets, but i don't like to lose money. My long term focus is protect my capital base and generate an income stream which will likely grow faster than inflation.
    Jul 22, 2015. 02:16 PM | 4 Likes Like |Link to Comment
  • Why Microsoft And Google Couldn't Emulate The Apple Mobile Device Model  [View article]
    All the competitors were legacy phone builders. Motorola has been in the 2 way communications business for decades. My first mobile phone in 1991 was a Samsung bag phone. They all went into the smartphone business as an addition to their old business models.
    Apple, on the other hand, started fresh as a smartphone manufacturer with no legacy and no carryover compromises in management and processes. Apple built its business model to create the smart phone business.
    Dinosaurs just don't usually compete well with the new kids.
    Jul 9, 2015. 10:22 AM | 15 Likes Like |Link to Comment
  • Commerce Bancshares: Why Are You Investing In This?  [View article]
    Not sure of your motivations, but I am thinking you have something personal against CHSH.
    I am a long term holder. I looked at my spreadsheet and I had a position worth $143,812 on 12/31/10. All dividends reinvested and recipient of a 5% stock dividend each year. As of 6/30/15 it is worth $237,408.
    I can't find my HP financial calculator but I think that works out to somewhere around a 10% compound annual return. I will take that all day, every day, on any investment I ever make.
    Maybe you should limit your tomes to something you are more familiar with.
    Long CBSH
    Jul 6, 2015. 10:02 PM | Likes Like |Link to Comment
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