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zgb952

zgb952
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  • A Few Thoughts On Textainer Group Holdings [View article]
    I am losing my Bo Jangles on TGH along with other stocks.
    May 27, 2015. 01:34 AM | Likes Like |Link to Comment
  • Are We Expecting Too Much? Estimating Long-Term Market Returns, Part 1 [View article]
    no..just the price
    May 26, 2015. 03:23 PM | Likes Like |Link to Comment
  • Alliance Resource Partners Is The Only Coal Stock I Want To Own [View article]
    I have lost 1/3 of my purchase on this pig so far.
    May 26, 2015. 03:22 PM | Likes Like |Link to Comment
  • Are We Expecting Too Much? Estimating Long-Term Market Returns, Part 1 [View article]
    The DJIA has average less than 4% compounded growth over the past 7-8 years.
    Most people compare today's Dow price with the crash low. This is misleading imho.

    On 10/1/07 the Dow closed at a high (then) of 13930.
    On 5/22/15 the Dow closed at 18232.

    Looks like a big rise ..but it ain't.

    It took 7.64 years to do so.

    So, to find the compound yield rate over this period of time
    I solve the equation:

    13930(1+i)^7.64 = 18232

    where i is the compount yield rate over this time for the Dow

    Solving for i on my spreadsheet, I get

    i= 3.5855%

    This means that over the past 7.64 years, the Dow has gone up
    at a compound annual rate of 3.5855% a year
    May 26, 2015. 02:41 PM | Likes Like |Link to Comment
  • Independence Realty Trust Is Still Looking Like A Solid Investment [View article]
    I am losing my sweet petunias on IRT
    May 26, 2015. 02:22 AM | Likes Like |Link to Comment
  • 3 'Fairly Valued' Dividend Stocks That You Could Buy Today [View article]
    hmmm...you include PG in these 3 stocks...but looking at your graphs of PG by LTM, THE DIVIDEND PAYOUT RATIO LOOKS TO BE AROUND 80%!!! Again, you made a comment in one of your earlier reports that you prefer payout being 70% or less. The high payout suggest decreasing dividend growth,right? So why do you now say you could buy PG today if the payout is so high?
    May 25, 2015. 07:26 PM | 1 Like Like |Link to Comment
  • The All-Aristocrat Team: 35 Income Generating Dividend Machines (Part 1) [View article]
    Obviously, from the data shown in the article on MCY, the dividend growth has dropped because the payout ratio is too high. Looking at the graph, IT IS OVER 100%!!!..am I reading this wrong?

    Why is this one of the author's picks? He made a response in one of his previous articles that he requires the payout ratio to be below 70% yet this mcy puppy has an even higher payout ratio. Am I missing something here?
    May 24, 2015. 08:40 PM | 1 Like Like |Link to Comment
  • The All-Aristocrat Team: 35 Income Generating Dividend Machines (Part 1) [View article]
    Even if it is, the payout is way way way too high
    May 24, 2015. 07:31 PM | Likes Like |Link to Comment
  • The All-Aristocrat Team: 35 Income Generating Dividend Machines (Part 1) [View article]
    Regarding MCY, how can this be one of our top Aristocrat picks? Judging from the graphs and data you show for it, I wouldn't buy it.Why? 1. You show the payout ratio as being 76%...and if you look at your graph where the LTM is, IT IS OVER 100% PAYOUT!! Also, you indicate that the 5 year eps cagr is MINUS 15.1%!!..so the eps is declining and the div payout is increasing. How in the world then, is this a safe play? Also, the 5 yr div cagr is 5.2% BUT THE 1 % DIV CAGR IS ONLY 1.1%!! The 4.5% div plus the 1.1% current div cagr is nowhere close to the Chowder rule number of 12. It is obvious that any increase in div % has been due to increasing payout %. When combined with negative eps...this is bad imho. What are your thoughts on this? Would you buy this?
    May 24, 2015. 07:02 PM | 1 Like Like |Link to Comment
  • KISS Retirement Portfolio: Harry Browne's Permanent Portfolio [View article]
    Hello Bob..no actually I wrote my comments before reading the whole article..which I usually do at my local Starbucks..I just thought I'd check out the graph of prpfx which is supposed to at least..simulate the perfect portfolio..but I was disheartened when I compared it to the basic stock market from the 1980s until now..on the Yahoo Finance website.It has underperformed greatly over a pretty long continuous amount of time.
    May 23, 2015. 03:08 AM | Likes Like |Link to Comment
  • Complete DGI 2015 Candidate List - Final Selections And Update [View article]
    I noticed that you include ARLP. Over the past several months I have lost my sweet petunias on this..over 25%. Do you think it will recover?
    May 22, 2015. 08:31 PM | 1 Like Like |Link to Comment
  • Complete DGI 2015 Candidate List - Final Selections And Update [View article]
    Where's JNJ ?
    May 22, 2015. 07:34 PM | Likes Like |Link to Comment
  • KISS Retirement Portfolio: Harry Browne's Permanent Portfolio [View article]
    WHAT RETURNS? The link below compares prpfx with the djia index since 1985...that is quite a difference.

    http://yhoo.it/1AjX5I4#{%22comparisons%22:%2...
    May 22, 2015. 07:09 PM | 1 Like Like |Link to Comment
  • KISS Retirement Portfolio: Harry Browne's Permanent Portfolio [View article]
    why not?..the pp has had lousy performance over the past 5 years...LOUSY!!!
    May 22, 2015. 07:04 PM | Likes Like |Link to Comment
  • KISS Retirement Portfolio: Harry Browne's Permanent Portfolio [View article]
    As you can see at the link below, The Permanent Portfolio PRPFX has gone NOWHERE for the past 5 years

    http://yhoo.it/1AjX5I4#{%22range%22:%225y%22...

    and this is how it compares, over the past 5 years, with VTI, which is an ETF representing the Vanguard Total Market Index.

    http://yhoo.it/1AjX5I4#{%22comparisons%22:%2...

    Past 5 years have been just awful.
    May 22, 2015. 01:57 PM | 1 Like Like |Link to Comment
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