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  • Intel: Haswell Release On June 3rd Could Be Huge [View article]
    like your strategy, very long INTC and picked up HP when the market pushed its price below book value. sitting on some nice gains there.
    Apr 30, 2013. 07:24 AM | 1 Like Like |Link to Comment
  • Is Dividend Growth Investing Crippling Your Dividend-Based Retirement? [View article]
    That is very impressive! Love the discipline and look to follow a similar path. being only 29...

    I sat down with my wife and we discussed our finances and figured out by cutting a few luxuries that we could sock 3K a month into a cost averaged account. going on 2 years the account just hit 150K being able to see it with your own eyes is so gratifying. The key as stated above by David is to get a plan and stick with it. Buy rock solid companies and let the Dividends do the work.
    Apr 26, 2013. 04:01 AM | Likes Like |Link to Comment
  • mREITs Facing Attack From Regulators [View article]
    Last time i checked my credit line is prime plus .25% which is a hell of a lot higher than 1.5% to say anyone can do it is crazy but by all means go ahead and give it a shot.. I think pompono is just upset, he is probably collecting his 2.5% GE dividend and wondering... what all those guys getting 12 and 15% are doing with all their extra dough. Funny thing is most of the mREITS have performed better during good and bad times than GE did! I have owned NLY and AGNC for 3 years and the dividends have grown my positions so fast i might have to stop DRIP'n the dividend and take it in cash - becoming too large of a percentage in my portfolio. You are probably right... something has to be done about the 70% gains I am currently sitting on in AGNC. Oh the humanity!
    Apr 26, 2013. 03:54 AM | 3 Likes Like |Link to Comment
  • mREITs Facing Attack From Regulators [View article]
    how about the government stays out of the way for once... no - we need to regulate everything because that worked so well in the past...
    Apr 26, 2013. 03:45 AM | 2 Likes Like |Link to Comment
  • mREITs Facing Attack From Regulators [View article]
    I am still hoping for some change, that will come in 3 more long years. Although I wont get my hopes up, 50% of people getting gov't assistance doesn't lend itself to electing someone who will lower taxes and reduce entitlements.

    As an owner of AGNC I like to look at some historical data, even during the total meltdown of the mortgage industry of 2009 if you had bought at the height of 2008 you would have taken a 25% hair cut temporarily but the stock recovered quickly, kept paying dividends. I get a little tired of the conspiracy theories. NLY has ridden a much crazier ride but with the dividends and compound interest you would have still fared well. i have 15% of my portfolio dedicated to mREIT and MLP its a risk i am willing to take at this point.
    Apr 26, 2013. 03:43 AM | 3 Likes Like |Link to Comment
  • AstraZeneca (AZN): Q1 pretax profit -36% to $1.3B vs consensus of $1.75B, hurt by loss of patent protection for key products. Revenue -13% to $6.39B vs $6.53B. Adjusted EPS -25% to $1.41. For 2013, reiterates that it expects mid-to-high single digit decline in revenue. Sales breakdown: Seroquel (schizophrenia) -60.6% to $449M, Crestor (cholesterol) -12% to $1.32B, Symbicort +14.3% to $826M (asthma). Shares -1.2% in London. (PR[View news story]
    Ouch... feel that anyone who owns this stock including myself knew this was coming and it was priced in.

    Even with these earning numbers it trades for a sub 10 P/E
    Apr 25, 2013. 07:16 AM | Likes Like |Link to Comment
  • Is Dividend Growth Investing Crippling Your Dividend-Based Retirement? [View article]
    INTC will be in the 30's this year. It's taken a beating which worked out well for me, had plenty of cash when it was hovering in the high teens to back the truck up!
    Apr 24, 2013. 07:30 AM | Likes Like |Link to Comment
  • Is Dividend Growth Investing Crippling Your Dividend-Based Retirement? [View article]
    Get a computershare account many great companies will pay all your fees transaction fees and dividend reinvestment fees as long as you invest 50 or 75$ a month with them. if you don't have 50 or 75$ then you should probably not be investing anyways.
    Apr 24, 2013. 07:28 AM | 3 Likes Like |Link to Comment
  • Is Dividend Growth Investing Crippling Your Dividend-Based Retirement? [View article]
    I very often do the same with spreadsheets I am 30 and have a goal to be retired in 20 yrs, I plan to take dividends from my cash account and whole life policy, til my roth 401k and roth IRA kick in at 59.5. I have maxed out my Roth since i was 18 as well as my Roth 401K to the limits and try to contribute at least 20K to my cash account a year as well. But that eliminates the new car every year like my friends and co workers, no fancy clothes. my goal is to retire while i can still enjoy it.

    your model based mostly on assumptions but i find it more helpful to see how the past 10 yrs with a certain company would have allows you to pull that historical data and plug it into excel, i was pretty surprised how slow my investments would grow in companies like KO and JNJ.

    My portfolio is mixed - a few high yielding mREIT & MLP(AGNC,NLY, PSEC) roughly 15%. And some of the usual suspects.. LMT, XOM,COP,INTC,MSFT, AZN, ABBV, WM, CSCO GE

    I will probably move towards some more of the "orphans and widows" stocks like WMT and JNJ once retirement gets closer, i would rather use these higher yielding stocks to compound and then use proceeds to buy the other stocks down the road

    As an example one of my favorites ( i have held for over 7 years through the good and bad) is AGNC a mREIT, i started with 8K and it is now worth over 18K and continues on an aggressive growth path... even if the dividend is reduced from 15% to 8 or 10% it will still be a very high yielding stock.

    To each their own, but i think if you only have 5K a year to put aside you need to take a mixed basket approach and not just dump it in 3% yielding stocks and hope for the best. You probably won't make it to the magic number.... My number is about 4 times the magic 1mil number. But i want spend my days on a boat touring the islands.
    Apr 24, 2013. 07:20 AM | Likes Like |Link to Comment
  • IBM: A Disaster In The Making [View article]
    IBM and Oracle are not the same....

    They do play in similar space, Oracle's database and ERP managment for huge global companies allows them hefty maintenance contracts and deployment fees to pad their pockets. Not to say IBM consulting doesn't have fees etc, but oracle's software and contracts are not apples to apples.
    Apr 23, 2013. 03:47 PM | 1 Like Like |Link to Comment
  • Dividends: High Yield Vs. Steady Growth Examined [View article]
    i bought AGNC in 2010 so you have realized more gains than I but this is one i will let DRIP with dividends reinvested still up 75%...
    Apr 23, 2013. 07:22 AM | Likes Like |Link to Comment
  • With demand for Windows 8 touch systems coming up short, it looks as if Intel (INTC) is betting big on Android: Digitimes reports Lenovo (LNVGY.PK) will launch an 11" Intel-based Android notebook/tablet convertible for its Yoga line in May, and that H-P, Toshiba, Acer, and Asus will follow with similar hardware in Q3. CNET follows up by reporting Intel has design wins for ~$200 Android tablets - Intel is also shooting for that price point for Win. 8 tablets. One major challenge for Android convertibles: most Android apps haven't been written with keyboard/mouse use in mind. [View news story]
    Totally, i have a galaxy tab. its great if you want to watch a series of breaking bad or doodling on the plane. other than that - doing any type of productive business on it is totally useless. but wait - they sell a keyboard that half works and by the time you pack both pieces is larger than my laptop!

    my next device will be a yoga type computer.... already looking.
    Apr 19, 2013. 10:30 PM | 1 Like Like |Link to Comment
  • Why I Would Sell GE [View article]
    that is something i never thought about but its a semi-valid point! I will hang on to GE for the long term. especially when i picked my shares up in the mid teens!
    Apr 19, 2013. 10:26 PM | 2 Likes Like |Link to Comment
  • Why IBM Failed To Impress [View article]
    Forgive me if i am wrong but at 1.78% yield how many shares will IBM buy you? hardly a dividend growth stock.

    at 180$ IBM is a strong buy. I will add some if the market pushers it lower.
    Apr 19, 2013. 10:23 PM | 1 Like Like |Link to Comment
  • Microsoft: More Resilient Than Given Credit For [View article]
    I should have taken your advise. I put MSFT in my watch list for my dividend growth account but failed to act. Still a huge fan of the stock and with everything i buy like their fundamentals. Microsoft ticks all the bells for me... solid revenues, great margins, strong dividend, nice cash cushion, low debt...
    Apr 19, 2013. 10:18 PM | 1 Like Like |Link to Comment