Golferdood

Golferdood
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  • Facebook Stock: Buy On The Pullback  [View article]
    Call me stupid but I just can't grasp what makes this company worth $300B.
    Feb 1, 2016. 12:30 PM | 10 Likes Like |Link to Comment
  • 5 Ideas For Dividend Growth And Consistency In Retirement  [View article]
    Started a position in EMR this morning at $44.00 on the nose. Sooner or later it'll come around.
    Jan 28, 2016. 02:39 PM | Likes Like |Link to Comment
  • My 2016 Portfolio Business Plan  [View article]
    Good article Bob,thanks! I was wondering what happened to you.

    You seem to have a lot of rules but when you think about it, it's the same things we all consider when buying/selling. I don't trade much (couple times a year) but I probably consider most of things on your list.
    Jan 16, 2016. 03:02 PM | Likes Like |Link to Comment
  • Retirement Strategy: Is TARP Too Heavily Invested In Major Oils?  [View article]
    I'm happy to reinvest CVX dividends at 4.5% - 5% yield so I think it's the right thing to do also. Actually thinking of adding a few shares if it dips a little.
    Nov 18, 2015. 07:54 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: What Is The Best Strategy For Dividend Growth Investors To Take As The Fed Begins Hiking Interest Rates?  [View article]
    I haven't made many trades in the last couple of years but I did start buying V about 6 weeks ago. I think it deserves a spot in almost any portfolio that can give up some yield. Long term I don't see how it can miss.
    Nov 10, 2015. 12:39 PM | Likes Like |Link to Comment
  • Is The 4% Rule Becoming The 2% Rule?  [View article]
    I don't know why either but it was tough for me to grasp, but I finally got it about four years ago.

    I was fixated on the portfolio total value, and not what kind of an income it could provide. Once I got it through my head that when you retire you still need to be on some sort of budget, it all made perfect sense. I don't know why I made something so simple so difficult.
    Oct 28, 2015. 08:04 PM | 1 Like Like |Link to Comment
  • Why Is Wal-Mart Taking Itself Down?  [View article]
    Tell me about it. I even washed my car after that episode.

    To be honest, I understand people needing/wanting to save a buck and it's their choice to shop there. I like to save a buck when I can, I'd just rather find another way to do it.
    Oct 16, 2015. 11:18 AM | 2 Likes Like |Link to Comment
  • Why Is Wal-Mart Taking Itself Down?  [View article]
    Definitely the customers. It's like the minute they walk in the door WMT zapps them with a stupid beam and they just stare at stuff or get dumb.

    The last time I was in WMT was around a year and a half ago because my wife wanted something. I tried to talk her out of it but it was right on the way home. Parked a half mile away and walked to the store in the rain. Nice.

    So I'm walking around with my wife and there was a guy in the grocery section staring at cheese, like it was a naked picture of Marylyn Monroe or something. I mean it's cheese for criminey sake, you either want it or you don't! Maybe he was waiting for a rollback I don't know.

    I figure since I'm already here I might as well get a can of shaving cream and the same damn thing.....a guy standing there staring at shaving cream. Don't ask me why but if it takes 10 minutes to pick up a can of shaving cream there's a problem.

    I grab a can of shaving cream and try to get the he77 out of there. There's a family eating dinner on some patio furniture in the Lawn and Garden section. Kids jumping around spilling drinks, french fries. Yeah I want to buy that.

    I could go on but I just hate everything about the store and avoid it when I can.
    Oct 15, 2015. 04:48 PM | 4 Likes Like |Link to Comment
  • Why Is Wal-Mart Taking Itself Down?  [View article]
    I really hate WMT, and everything about it. I used to own the stock but sold out a couple years ago at $78. Too many people standing around staring at stuff like they had a lobotomy.
    Oct 14, 2015. 01:39 PM | 18 Likes Like |Link to Comment
  • Amgen Directly Benefits From Eli Lilly's Recent Clinical Failure  [View article]
    Been watching AMGN for some time, not exactly a stock for me (retired) but I too think it has excellent long term prospects. We'll see, thanks for the good article.
    Oct 13, 2015. 08:18 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson: Ignore Currency Woes, Focus On What Really Matters  [View article]
    Investors need to quit worrying about JNJ having a bit of off year. I know it's no fun paying too much for a stock but that's life and it happens to everyone.

    I bought a good bit of it back in 2010 and 2011 (7% position, between $58-$64). AAA rated, 50% payout ratio, aging population, etc.....a perfect stock to buy and forget.....one less thing. Of course it's not all roses but they'll come through. Average down when you can and be patient. If it stays down a while consider yourself lucky.
    Oct 13, 2015. 08:09 PM | 3 Likes Like |Link to Comment
  • Quirky Or Sensible? Weighting A Dividend Growth Portfolio By Quality And Income  [View article]
    Thanks. I never understood all the bud nippin' either, crazy if you ask me. But it might make some feel better and I get that.

    My feeling is every time you sell a stock and buy another, you have to be right twice, and that's easier said than done.
    Oct 13, 2015. 04:21 PM | 2 Likes Like |Link to Comment
  • Quirky Or Sensible? Weighting A Dividend Growth Portfolio By Quality And Income  [View article]
    Scott I've owned MO since 1997 and bought it a few more times, 2002, 2005, and 2008. I have a ton of it, about 17% of my portfolio, always reinvested and never sold a share. It's been sweet to say the least.

    With the thought of keeping everything nice and even, I wonder when would have been a good time to lighten up? Not being a smarta$$, rather I think some stocks should never be sold regardless of percentages, or one's desire to do something.
    Oct 13, 2015. 03:13 PM | 1 Like Like |Link to Comment
  • Quirky Or Sensible? Weighting A Dividend Growth Portfolio By Quality And Income  [View article]
    I hold a 9.25% position in WBA. I started buying it the day before they announced their split from Express Scripts (6/29/11 I believe). I was really mad, LOL.

    Over the next year or so I bought a ton of it $29-$34 because the picture brightened, and everyone hated the stock. Today with dividends reinvested I'm below $29 per share and have no intention of ever selling. Think what it could be in 20 years (if everything goes according to plan).

    A bit different with KMI. I hold a more normal 4.5% position in the company and have a small profit after 2+ years. For now I'll let it ride but I am watching. I did not buy when it hit $26 a couple weeks ago. As long as the dividends and projected raises come through, I'll hold it, no reason not to. We'll see.

    I've kinda learned over the years that when you own a company that's done well, raises their dividend, yada, yada, yada don't shoot yourself in the a$$ and sell it just so you can feel like you're doing something.
    Oct 11, 2015. 09:54 PM | 3 Likes Like |Link to Comment
  • My Third Quarter 2015 Portfolio Review - Doing Some Buying  [View article]
    I forgot to mention that I like your pick up of CMI, should do well over time. It was something I considered but I already owned CAT for close to three years.

    CAT has been knocked down pretty good but pays a good dividend and just raised it 10%, current yield is 4.32%. Since I'm not spending any of the dividends it's fine with me to reinvest cheaper.
    Oct 11, 2015. 01:19 PM | Likes Like |Link to Comment
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