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pfifla1

pfifla1
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  • How Is Oracle's Balance Sheet Looking Today? [View article]
    Is the comment really necessary? there was quite a bit of good information in the posting.
    Apr 9, 2013. 08:06 PM | 1 Like Like |Link to Comment
  • Intel: 10-Year Roadmap And Creative Destruction [View article]
    Wish Intel would buy Nvidia...

    great article!
    Apr 3, 2013. 09:15 PM | 1 Like Like |Link to Comment
  • Retirement Income: Portfolio Design For Maximum Current Income [View article]
    Doug, have owned both NLY and AGNC for some time - I will say it has been a pleasure owning both, I am a long term investor - both have Divs well covered and who can beat 12-15% dividends?... it is a small (8% total holding) but they do have a good niche.

    I own probably 50% of your choices above, a few I have never heard of. Will be looking to buy PSEC at some point in the future. Good article...

    I hold the following for Divs : AZN(nice pop recently), MSFT, INTC, GE, F, JPM, WFC, AGNC, NLY, MCD, COP, CVX, XOM, WM, ABBV,PM, LMCO (considering selling off some of this position).

    Will be looking into the consumer staples.I like WMT but its div rate is fairly low and its stock growth is as well. But i guess that is what makes it the widows and orphans pick right up there with KO and MCD.

    Since i begun my quest 3 years ago - stopped investing on water cooler hot tips i have seen over 80% growth. There is a lot to be said for picking a good basket of dividend stocks - all mine are DRIP'd..
    Mar 26, 2013. 11:51 PM | 1 Like Like |Link to Comment
  • Microsoft Is Far Too Cheap To Ignore Any Longer [View article]
    I am with the author.... Just wait for the pullback, many of these 20 & 60 P/E stocks will fall back to realistic valuations, msft will move a few bucks and pay you during it.

    By the time the transformation happens to the stock it will be too late. I love companies that gush cash, little to no debt, and big bank accounts. Unfortunately the market only prices the "right now" this stock is currently priced for their under performance - they need to do something BIG to get back in the spotlight.

    I do plan to pick some MSFT up on dips, i think it could turn around similar to what happened at HP... Everyone said i was crazy to jump on that one too. Lucky I don't listen to the apple fan boys...
    Mar 26, 2013. 09:12 AM | 1 Like Like |Link to Comment
  • Team Alpha Retirement Portfolio: Dividend Investing Vs. Annuity Purchasing [View article]
    Most annuity companies have been around for over a hundred years - thus have made it through many tough times, chances of them not being around are slim to none. I am personally not an annuity fan unless you plan on getting sued....

    I bought a million dollar whole life policy through a mutual company about 5 years ago - although what it lacks in returns there is a level of security, it will - by no means be my top performing investment but it is relatively safe. Plus at the time I was in a legal dispute with a business partner so i paid the policy in full in 4 years and the payments are protected. There is also a level of flexibility allowing you to borrow from it.. Not a huge fan - but at the time it was a good decision. Its funny there are people that hate or love whole life. everyone who doesn't have it - hates it, everyone who has a policy seems to like them. very divided subject. But as someone who searches for income in the long term - I am on the path of a dividend investor right now.
    Mar 15, 2013. 10:36 AM | 1 Like Like |Link to Comment
  • A Warning To BlackBerry Bears: Numbers Can Be Deceiving [View article]
    Best phone? Hardly! but the shorts are going to get squeezed for sure!
    Mar 13, 2013. 12:24 AM | 1 Like Like |Link to Comment
  • The 2 Best mREITs To Buy Right Now [View article]
    For arguments sake lets believe AKA is remotely correct....

    Say you bought NLY at its height (21$) in 2002. and you bought 1000 shares... You road it all the way down in 2009 and back up collecting the dividends which range from .10$ up to .75$. I am a growth investor not income - maybe later in life this would bother me... who knows.

    over the past 11 yrs you would have collected 18.57$ in dividends

    Right now NLY is trading lower at 15.4.

    that is a little over 60% appreciation over 11 yrs. or 5.6% per year.
    (21,000 Principal= 18,570 in dividends+15380 current value = 33950) rough numbers of course.

    I love stocks that even with share swings, dividend cuts that still protect my principal.... I bought most my shares at around 14$...

    This is a good segment for a small % of your portfolio IMO.

    Your return would be compounded even more if you were reinvesting the dividends seeing that it was paying .60, .69, .75 during 2009 when the share price was depressed...
    Mar 12, 2013. 10:24 PM | 1 Like Like |Link to Comment
  • What Is The True Cost For Amazon Prime? [View article]
    I think your assumptions are off on the shipping costs. My company only does 60K a year with UPS and we get a 48% discount. My guess is amazon pays no more than 8-10$ per 2nd day air package they ship. But with their already razor thin margins anyone that actually uses the service regularly will erode any little profits that are there. Everything amazon does is pro customer which is great unless you actually like the companies you invest in to turn a profit. you can't give everything away for cost...
    Mar 12, 2013. 05:48 AM | 1 Like Like |Link to Comment
  • Which Of The 8 Best Yielding Semiconductor Companies Is Most Attractive To Dividend Investors? [View article]
    Other than intel most of those stocks are pretty much tapped out with high payout ratios. Intel has some room to continue to grow their dividends. I have added to my position a few times in the mid 19s and really like the stock.
    Mar 11, 2013. 11:16 AM | 1 Like Like |Link to Comment
  • Intel Won't Build Apple's iPhone Chips [View article]
    agreed - why just give up all that capacity to someone else. Intel has things apple would want and vice versa. Apple would build on a cutting edge process, and Intel would get paid handsomely and hopefully gain a very powerful partner who would hopefully lead them back to building chips companies need/want not things that are "good enough for the low end market".

    If being a foundry is such a lousy business and there is no money to be made - then why is TSMC's stock up over 20% in one year? and Intel is where?

    Long INTC.
    Feb 27, 2013. 08:19 AM | 1 Like Like |Link to Comment
  • "High above the Alps my Gnome is hearing a rumor that Apple will announce a stock split at tomorrow's shareholder meeting," tweets Doug Kass. The rumor has led Apple (AAPL +1%) shares to spike higher. Update (2:24 PM): Kass is using the post-rumor spike to sell part of his trading position in Apple. [View news story]
    wish GE was as broken as apple.!!!

    no debt, 100 bl in the bank, great margins, great following... feel free to come break by company any time.

    Don't own it but smart enough to know there is nothing broken there.
    Feb 26, 2013. 09:14 PM | 1 Like Like |Link to Comment
  • More Dimon (previous): "If I could borrow at 4% after-tax, I'd be buying up huge chunks of corporate America right now." It might be sage advice from the man who called JPMorgan (JPM) shares a "no-brainer" as they sank to the low $30s in wake of the London Whale affair last year. [View news story]
    Just because GDP is 1% does not mean many companies will grow at much faster rates than that. Plus most multinationals generate growth in other countries that are growing at very high percentage rates.

    Most people are just jealous of Dimon's success and business prowess... were you a wamu or bear sterns investor?
    Feb 26, 2013. 09:06 PM | 1 Like Like |Link to Comment
  • Intel: Enough Of The Nonsense [View article]
    Nice to see someone who actually understands the semiconductor market, and that Intel is not a short term play. They are and will be here for the long haul and will continue to make hefty profit margins due to their industry advantages.

    ARM and QCOM are like the LNKD and AMZN of the semiconductor market, right now things are in a euphoric state, trading at multiples most would consider wild, but once we see a market contraction(and yes this will happen), smart money will go back to Intel who at ~20$ is sitting at what seems at or near rock bottom pricing - little downside, decent upside (30-40% in the next 12 months) and a nice hefty dividend to be patient. Yes please!
    Feb 11, 2013. 11:16 AM | 1 Like Like |Link to Comment
  • Why Amazon's Share Price Will Keep Rising [View article]
    FCF means nothing if only a fraction of a percent is YOURS!
    That is like the Groupon argument (we have 200 Mil in cash so we are a safe investment) buuuut we owe 175M to our suppliers, its not your money if you just get to run it through your pipes and collect pennies at the end...

    The only way for AMZN to extract more money is to raise prices, which they wont be able to do for fear of losing the only argument they have left, growing revenues.
    Feb 5, 2013. 08:07 PM | 1 Like Like |Link to Comment
  • Why Amazon's Share Price Will Keep Rising [View article]
    OK... AMZN can make money any time they want... but they just hate money so much that they would rather lose 40 mil than make it? Lots of companies have HUGE CAPEX projects on a YoY basis, look at Intel, they spend 12-14b a year BUT still earn money and STILL pay a dividend, of course their net margins are more than 10x Amazon's.

    Of course we are talking about a mature company vs a start up. oh wait... amazon is 13 years old and still not earning any money.
    Feb 5, 2013. 08:00 PM | 1 Like Like |Link to Comment
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