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poortorich

poortorich
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  • Abbott Laboratories: Dividend Stock Analysis [View article]
    8%It all depends on your time horizon. If you need money in the next 5-7 years, you should not buy abt. In fact u should not be buying stocks period. Abt is a loaded spring. But the problem is irrationality can persist longer than we think. Long term, keep buying abt bc as the dividend accumulates, capital gains will follow. Why is this true. If the price stays the same, at the rate abt is going, its dividend yield would be 8 % in 10 years. The market will not allow abts price to remain this low.
    Feb 12, 2011. 12:55 PM | 4 Likes Like |Link to Comment
  • Vivendi: Well Defined Strategy, History of Significant Dividends Make for a Bargain at Current Price [View article]
    Lonely.
    An outstanding analysis of vivendi. Not sure I would buy it still but great work nevertheless.
    Feb 12, 2011. 12:48 AM | Likes Like |Link to Comment
  • Dr. Pepper Snapple: Getting Sweeter With Rising Dividend, Almost 3% Yield and Stock Buybacks [View article]
    Hammer
    Dont ever say that on an aapl thread. Youll get killed
    Feb 11, 2011. 03:53 PM | Likes Like |Link to Comment
  • Dr. Pepper Snapple: Getting Sweeter With Rising Dividend, Almost 3% Yield and Stock Buybacks [View article]
    Alex.
    Thanks for your reply. I totally agree. When you get a chance, look at my previous comments on aapl and the responses it generated. Things like its different this time. Ive seen this kind of stuff before during the internet bubble.
    Feb 11, 2011. 12:50 PM | Likes Like |Link to Comment
  • Dr. Pepper Snapple: Getting Sweeter With Rising Dividend, Almost 3% Yield and Stock Buybacks [View article]
    Alex and Lonely

    In the cola wars, I seriously think the companiex like this very"friendly stalemate". It keeps them on their toes and prevents the gov from accusing them of being monopolies. By the way, bc I respect both your opinions, what do you think of aapl?
    Feb 11, 2011. 10:46 AM | Likes Like |Link to Comment
  • A Primer on Valuation: Testing the Wisdom of Ben Graham's Formula [View article]
    Chuck
    Very nice discussion on Grahams formula on intrinsic value. Although I dont personally use this formula, its still useful to keep it in mind. I think when buying marginal companies knowing the true intrinsic value and buying with a large margin of safety is very important. But when buying outstanding companies with huge moats, one can get away with buying close to intrinsic value. The reason is time. Time extended to many years will hide your miscalculation even if you bought an outstanding company with a very small margin of safety.
    Feb 9, 2011. 11:04 AM | 3 Likes Like |Link to Comment
  • Starbucks: Strong Brand Does Not Equal Strong Stock [View article]
    David
    Thanks for your response. I always enjoy having discussuons about business. With regard snapple and sbux. I would argue that sbux is a much stronger brand. Snapples weakness, which is always an issue for a smaller company was its distribution system. A lack ofadistribution system iswhat allows ko and pep to maintain their dominance. Sbux already has a distribution system in place, namely their stores. If they want to expand into grocery stores, which they are already doing i dont think they will have a hard time finding a distributor bc their products are so desirable. Why doesnt kft want to part with sbux. Its prerty obvious
    Feb 8, 2011. 04:09 PM | Likes Like |Link to Comment
  • Why Apple Stock Still Makes Me Nervous [View article]
    Interesting comments.
    One last question and comment before I leave this thread.
    1) if you buy aapl at todays price, how much would your money multiply at the end of 15 years?(im not talking about in 2 to 3 years because in trend following what goes up has a tendency to continue to go up.
    2) apple is like a rocket right now. The important thing is to not be the last one off.
    Thanks for all your comments. Good investing to all. I mean that sincerely.
    Feb 7, 2011. 02:37 PM | 2 Likes Like |Link to Comment
  • Why Apple Stock Still Makes Me Nervous [View article]
    In fact I would place a friendly wager that going foward, even though I dont own tobacco companies for personal reasons, a company like pm will post a higher total return(with dividend reinvested) in the next 15 years than aapl.
    Feb 7, 2011. 03:46 AM | 1 Like Like |Link to Comment
  • Why Apple Stock Still Makes Me Nervous [View article]
    Thoughts

    I agree with you. I may get some negative ratings for saying for saying this but here are my reasons I would be nervous too
    1) what is the market cap of aapl? 300 billion +? The law of size spares no company. Does anyone think you can get another 5 to 10 bagger out of aapl in the next 10 years?
    2) aapl has Job premium built into the share price.
    3) in technology,enduring moats are rare. The key to longterm earnings growth is a sustainable economic moat. Who knows what the tech landscape will be in 10 years.
    4) in the short term momentm rules. Thats why the price may still go up. But in the long term I would not bet on it.
    Feb 7, 2011. 03:12 AM | 2 Likes Like |Link to Comment
  • Starbucks: Strong Brand Does Not Equal Strong Stock [View article]
    Sbux is becoming a blue chip...maybe its there already. You dont need to analyze sbux too long to realize it has brand power. Theres no doubt in my mind that it will earn substantially more in the future? Why do I say this? There are several reasons.
    1) coffee may have been a commodity before but not now with starbucks coffee
    2)coffee is addictve Look how well companies do that make addictive products. ie cigarette companies, coke, energy drinks . Many people need one of these to get through the day
    3) does sbux have pricing power. Just ask someone who pays $5 for coffee at starbucks why they dont just go to 7eleven for a cheaper coffee.
    Feb 7, 2011. 02:46 AM | Likes Like |Link to Comment
  • Watching Dividends Rise: Putting Together a Focused Dividend-Growth Portfolio [View article]
    Alpha

    Speaking as a person who also invests for capital gains. Theres alot of wisdom in the commentors here. They know what they are doing. If you are successful trading good for you. But you should respect those here. Trend followind does work. So does dividend investing
    Feb 2, 2011. 01:52 PM | 8 Likes Like |Link to Comment
  • Watching Dividends Rise: Putting Together a Focused Dividend-Growth Portfolio [View article]
    Hbwow
    I generally do not like investing in capital intensive businesses and att is one of them. It does need to be closely monitered bc you dong know what the landscape will be in 10 years. But the principles and methodology laid out by David still apply.
    Feb 2, 2011. 10:29 AM | 5 Likes Like |Link to Comment
  • Watching Dividends Rise: Putting Together a Focused Dividend-Growth Portfolio [View article]
    I also do not own tobacoo companies for personal reasons. But i dont think i have the right to impose my views on others. From an investment idea, they are cash generating machines. Because advertising is illegal, they will very little or no competition in the future. Its not a coincidence that the only company Bernanke owned was phillip morris.
    Feb 2, 2011. 12:46 AM | 11 Likes Like |Link to Comment
  • Should You Be Buying Growth or Value Now? [View article]
    At the end of the day, unless you are a trader, value investing and growth investing are about th same thing. Buying a company when its price is undervalued compared to its future growth.
    Ian, by the way, I mentioned this before but i enjoyed reading your book.
    Feb 1, 2011. 06:17 PM | Likes Like |Link to Comment
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