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  • 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.
    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
  • Time To Reevaluate Wal-Mart [View article]
    Your info is incorrect.

    I have 3 positions in WMT in IRA's and in our regular account. The ira's are about 19 years old and the other account is 9 1/2 years old. We have reinvested the dividends in all of them.

    In each account our position has just about doubled. Not stellar returns but definately not running in place either.
    Mar 3, 2015. 06:09 PM | 1 Like Like |Link to Comment
  • Peabody Energy Remains Confident In Recovery In Coal Demand, But Where From? [View article]
    Thanks for your article. I have been watching BTU for a long time and never bought in. Still considering an initial position.

    In your analysis you wrote:
    "Beijing's announcement that coal's share of energy consumption must decrease from 72% in 2014 to 65% by 2017 and then to 60% by 2020".

    If the Chinese economy continues to grow, even at reduced rates of 4-7%, there will be a growing need for power. Much of that power might be generated by non coal related activity. But it is quite likely that coal will be needed. And even if they can reach the goal of 60% as a smaller slice of the pie. You would still see increased coal usage if the Economy has grown by 30%(bigger pie).

    This is an over simplification but I think it still applies.

    Not yet long BTU
    Feb 23, 2015. 04:25 PM | 3 Likes Like |Link to Comment
  • Apple's Fiscal Q2: iPhone Channel Tailwind [View article]
    On the earnings call in response to an analyst question, Tim cook said that the number of iPhones sold in the last quarter coming from iPhone upgrades was only in the low teens.

    If the typical upgrade cycle is in the 18-36 month window from original purchase then there were almost 200 million iPhones to upgrade in the last quarter. Holdovers from older periods adds to that number. That means there are 160-180 million potential upgrades. Plus another 30 million becoming eligible this quarter. Add switchers from other formats and the number of possible iPhones yet to be sold is staggering. Maybe 75 million in one quarter was just the beginning.

    Long APPL, would buy more but it is my largest position.
    Feb 2, 2015. 10:43 AM | 4 Likes Like |Link to Comment
  • Phillips 66 beats by $0.29 [View news story]
    I have been a happy long of PSX since they were spun off from COP. The recent drop in the stock price has cost me some paper profits but I still like the company and its long term prospects.

    I have been thinking of adding to my position with sideline cash. With this substantial beat on earnings I may have missed the opportunity.
    Jan 29, 2015. 09:19 AM | 1 Like Like |Link to Comment
  • Apple +7.6%; Street applauds iPhone sales, China growth [View news story]
    I need to make a correction to my above post. The number he referred to as being in the low teens was in reference to the Apple iPhone installed base. So my 10-12 million number is wrong.

    I stand by my conclusion, though. Lots of current iPhone users yet to upgrade.
    Jan 28, 2015. 03:49 PM | 1 Like Like |Link to Comment
  • Apple +7.6%; Street applauds iPhone sales, China growth [View news story]
    The sales numbers for the iPhone were mind blowing.

    In the call afterwards another amazing fact was revealed by Tim cook. When questioned by one of the analysts, he said that the number of iPhone upgrades in the sales number were only in the low teens. So only 10-12 million of the 74.5 million number were existing iPhone users.

    This means over 85% of the people with older iPhones still have not upgraded.
    How many iPhones are out there? Maybe 300 million just in the last 2 years another 150 million in the 2 years prior to that. It seems to me that demand will continue to be very high as more and more current Apple iPhone users upgrade to the 6 or 6+. Should be an interesting year.

    Very happy long APPL
    Jan 28, 2015. 03:34 PM | Likes Like |Link to Comment
  • Here's How Home Depot Stacks Up To Lowe's [View article]
    I am long HD and shop at both chains.

    The most telling number in your analysis is the store count difference compared to the revenue difference. From those numbers we see that HD has roughly 20% more stores but more than 50% more revenue.

    Case closed, I would invest in HD.
    Jan 22, 2015. 07:31 PM | 3 Likes Like |Link to Comment
  • Shares Of Alcoa Slide As Q4 Results Beat Estimates On Top And Bottom Lines [View article]
    I bought AA last year on the day they announced the new F-150. I have had a nice run and will use this current negative market to add more. I think several years down the road we will all look back at this and wish we had bought more.
    Jan 15, 2015. 03:29 PM | Likes Like |Link to Comment
  • Why Wal-Mart Is A No-Go [View article]
    Lots of people like to hate on WMT. Except for those invisible minions putting nearly 1/2 trillion dollars through the registers.

    If you are going to mention Costco then where is Sam's in that conversation. It is smaller than Costco but if you drop someone in the middle of a Sams, they would have a hard time figuring out that he was not in Costco. And their comps are on a par with Costco.

    Your comments about cleanliness and disorder are repeated endlessly by the haters but I have yet to see any real evidence of it.

    Oh yeah, Circuit City is out of business.

    The fact remains WMT is still the largest discount store, largest grocer and has become one of the largest on-line companies in recent years. Granted, they would be even bigger if 20 billion a year wasn't going through the dollar format stores, but
    they are making changes to changing markets. The recent addition of the small store format will put several of those other chains on their heels as it goes nationwide.

    I am long WMT and have been rewarded for that.
    Jan 15, 2015. 03:24 PM | 14 Likes Like |Link to Comment