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poortorich

poortorich
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  • Comcast Q2 '15 Buy [View article]
    People are fed up with cable companies. You are right. But who will provide the pipeline to access HBO?
    Jul 3, 2015. 11:43 AM | Likes Like |Link to Comment
  • Prediction Is Difficult. Especially About The Future [View article]
    With several thousand stocks in the US im sure there are bargains
    Jul 3, 2015. 03:29 AM | 4 Likes Like |Link to Comment
  • Why I Am Replacing Colgate-Palmolive With Comcast. [View article]
    Horowitzcpa
    I have been very impressed with Roberts. He has done a good job of diversifying and transforming COMCAST into a media powerhouse.
    Jul 2, 2015. 07:56 PM | Likes Like |Link to Comment
  • Why I Am Replacing Colgate-Palmolive With Comcast. [View article]
    CMCSA is one of the most hated companies in America.
    Its moat is wide and deep. It is truly vertically integrated
    Some things to consider
    1) they own the pipeline to broad band
    2) they produce wonderful content
    3) they own franchises
    4) they own amusement parks and resorts
    Jul 2, 2015. 02:36 PM | 2 Likes Like |Link to Comment
  • AT&T As A Better Investment Than Visa [View article]
    Look beyond the numbers. One must look at what the industry will look like in 10-15 years. Will V and MA still maintain their duopoly status? Will another technology emerge that will make T's services obsolete. These are the important questions one must ask that will determine ones performace.
    Jul 2, 2015. 10:36 AM | Likes Like |Link to Comment
  • Are Dividend Growth Investors Livin' Too Large? [View article]
    Chowda,

    I want to give a shout out to you. You've done a wonderful job of educating others about investing. I commend you for that.
    Jul 1, 2015. 03:02 PM | 3 Likes Like |Link to Comment
  • Are Dividend Growth Investors Livin' Too Large? [View article]
    Chowda,

    I think KKD and DNKD could be potential multibaggers, especially KKD.

    Although they are not small companies, I added to MA,DIS, UA at the begining of the year. I recently bought some CMCSA and WMT.

    MA is an interesting one. I bought at split adjusted 6. Then sold at 15 to buy Kraft. I was worried about the government regulation on credit card processors. I bought back in around 25 split adjusted. Now its 91. It could've been a 15 bagger. I should have never sold it in the first place.
    Jul 1, 2015. 02:49 PM | Likes Like |Link to Comment
  • Are Dividend Growth Investors Livin' Too Large? [View article]
    Chowda

    How are ya?

    "the odds of selecting a CHD, SBUX, PRGO and PNRA as your lucky four are very slim".

    Thats not necessarily true. The more companies you analyze, the better one gets at picking the right companies.
    Voracious reading helps immensely . Im not referring to" how to invest books" . Im talking about books that are about how companies and startups are run. How were they founded, what allows them to keep their competitive advantage Reading books about companies like coke , UPS, AMZN, Ebay, Nike, GOOG etc.

    Some of those small companies are providing a nice dividend stream.
    The nice capital gain can also be easily converted into a higher dividend income.
    Jul 1, 2015. 02:04 PM | Likes Like |Link to Comment
  • Are Dividend Growth Investors Livin' Too Large? [View article]
    For example. In 2001, if you had bought chd, sbux.rmcf, prgo, pnra and jjsf, you would have turned $50,000 into $500,00. If you had put it in Ko,Pep or Jnj, you would be looking at $140,000 or so. Even though the stocks i mnetioned were relatively small then, they were not particularly risky.
    Jul 1, 2015. 10:04 AM | 2 Likes Like |Link to Comment
  • The Most Secure DGI Stock [View article]
    Yes . I agree that if one wants to do absolutely no research, then dollar cost average into the S and P 500.
    But if one wants to do better than the market, one should buy individual securities. Here are some benchmarks to consider if you are buying individual companies
    1) are you beating the S and P 500 over two bull and two bear markets
    2) Are you beating inflation by at least 3-4% over two bull and bear markets.

    If you cannot answer yes to BOTH 1 and 2, then you should stick to indexing.
    Jun 30, 2015. 10:46 PM | 1 Like Like |Link to Comment
  • Are Dividend Growth Investors Livin' Too Large? [View article]
    If you are young, you should add small companies to your portfolio. It requires more research and attention. But having a few in your portfolio can you you to your goal faster. Large companies like KO and PEP require very little attention. You could literally not look at them for 10 years because you know they will do just fine. But they rarely ever become 3-4 baggers in 4-5 years, unless there is a major market collapse.
    Jun 30, 2015. 06:59 PM | 1 Like Like |Link to Comment
  • The Portfolio Risk Report You Need To See Now (That Your Broker Won't Show You) [View article]
    Everyone is afraid of a correction.
    But corrections, crashes actually create wealth for those who are not afraid of the volatility. That is when wealth is transferred from the impatient/irrational to the patient/rational investor. This transfer of wealth happens with every cycle.
    Jun 29, 2015. 08:52 PM | 3 Likes Like |Link to Comment
  • Yellow Alert For Equities [View article]
    "From the crash in 1929 you would have had to wait until 1954 to get back your money"

    If you take into account the dividends received and deflation, it was closer to 4 years. How can that be? The drop in price of equities was so steep that their yields went over 10%.

    The average recovery time from a major drop since 1900 is about 2 years.
    Jun 29, 2015. 06:27 PM | 3 Likes Like |Link to Comment
  • Why Google Fiber Is Good For Consumers, Bad For Broadband Service Providers [View article]
    Google is in the fiber business because they are held hostage to companies like Comcast. Google understands this quite well.
    Jun 29, 2015. 03:50 PM | Likes Like |Link to Comment
  • Partying Like It Is 2007 [View article]
    Fear, panic, selling etc.
    We need more of those to go bargain hunting.
    Jun 29, 2015. 02:53 PM | 3 Likes Like |Link to Comment
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