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  • Will The Sun Keep Shining On The Cloud Storage REITs? [View article]

    You raise an interesting concern. I replaced an entire rack 7' tall rack with a single virtualized server that was 1U (rack units - about an 1.75 inches) high just the other day.

    DLR may not be the long term investment I am looking for. (I am long DLR).
    Feb 26 11:39 AM | Likes Like |Link to Comment
  • BlackBerry: A Speculative Stock Poised To Bounce [View article]
    I saw a poster in an ExxonMobil elevator lobby yesterday saying that iPads and iPhones were coming to ExxonMobil in 2Q2013. Bye bye Black Berry. Talk about a large corporate customer... I was shocked because they are a very security conscious company.
    Feb 22 12:37 PM | 2 Likes Like |Link to Comment
  • Retirement Tips Series: 1 - Start Early [View article]

    Consider these blogs :

    Chowder -
    Chumpmenudo -
    Feb 22 08:45 AM | 2 Likes Like |Link to Comment
  • Becton Dickinson 2013 Dividend Stock Analysis [View article]
    Thanks Dividend Monk. I always improve my knowledge when I read your analysis articles.
    Feb 22 08:37 AM | 1 Like Like |Link to Comment
  • The Hard Truth Of Dividend-Growth Investing [View article]

    Thanks for the very interesting article (and previous articles relating to DG stocks and using valuation/timing techniques). I find it interesting that I already own 10 of the 15 stocks output by the screen right now.

    Your message of buying DG companies with good valuations is very sound, and it's great to see a comparison of the different methods to determine "value". I am also very interested in "safety" so seeing the draw-down stats was also very helpful.

    I am hoping to find the time to implement this with my new ROTH account that I recently funded (for last year, and this year) where I get 100 free trades a year, but have not yet looked at P123 and it's costs.

    Thanks again for your articles.
    Feb 21 09:33 AM | Likes Like |Link to Comment
  • Lockheed Martin Corp.: Fundamental Stock Research Analysis [View article]
    LMT looks just fairly to maybe slightly under valued to my eye using the FAST graphs.

    I used to only look a the top Earnings and Price chart to get an ideal of valuation, but that only shows how it valued relative to it's PAST (which had earnings growth of 15.9%!). I now pay much more attention to the Estimated Earnings and Return information.

    4% this year, and 3% next year growth, followed by 6% for years 3-5 probably does not deserve a 15 PE ... and with all the uncertainty surrounding defense stocks and federal spending cuts, a 10-12 PE is probably about right ... which is about where it is sitting. Also, If you run a 5 year FAST Graph, it shows the normal PE ratio at 10.2.

    Also, it is interesting to look at the dividend payout ratio ... it is ramping up fast, and there are a limited number of 20%+ dividend increases left at the meager 3-6% estimated EPS growth, however I do admit that a starting yield of 5.2% is fantastic, and if they (just) keep the payout ratio the same, after 10 years of 6% dividend growth, you end up with a YOC of 8.8% which is none too shabby at all :) And ... this defense spending environment will not last forever! Buy low right?

    I do like it when authors put the top Earnings and Price chart in their articles, but you have to be aware it is only looking at the PAST.

    SteveTheHawk, I subscribe to FAST graphs, and although I have the lowest priced subscription, it is well worth the money.

    I do wish I could choose what PE the Estimated Earnings and Return information calculated it's 5 year estimated total return number from (as in this case I might use 10 or 12), but it's not hard to do manually either.
    Feb 20 09:59 AM | 1 Like Like |Link to Comment
  • Intel Is About To Change Our TVs Just Like Apple Changed Our Smartphones [View article]
    To me, this is the big deal : "this feature will allow for highly personalized advertising and content-targeting benefiting both content creators and advertisers."

    Advertisers are willing to pay a lot to get their ads to the right audience.
    Feb 14 02:49 PM | 1 Like Like |Link to Comment
  • My Dividend Web Site Is Updated For 2012 [View instapost]
    Thanks Robert. I've been using your site for years now already ... still very useful information!
    Feb 13 12:58 PM | 1 Like Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio [View article]
    Thanks for posting your portfolio. It is great when people are willing to share so we can all learn.

    I see 15% of the income is coming from Annaly. That would be a little unbalanced for me. I don't balance based on income, but it stood out during my quick review as it is far and away the largest income generator (at least 3 times larger than any other company in your portfolio)

    PS: I own 27 of the same companies, and 3-4 more will be added in the next 3 months, so I like many of your picks. :)
    Feb 12 01:11 PM | Likes Like |Link to Comment
  • Solazyme Partners With Mitsui - An Interview With Solazyme's Business Development Director (Part 1) [View article]
    Honestly, I don't see how anyone could find Ivandertag's comments as anything but silly attempts at FUD. I love to hear opposing views, but please, don't waste my time.
    Feb 9 10:06 PM | 2 Likes Like |Link to Comment
  • Future Stock Market Returns And Your Retirement Plan [View article]
    It might just be me, but even an 20% chance of running out of money is terrifying. :/
    Feb 7 04:16 PM | 3 Likes Like |Link to Comment
  • Dividend Reinvestment [View instapost]

    Funny thing about people sharing success stories I see in comments is they are unfortunately often short lived. Up one week, down the next. Still, I enjoy telling of my winners too, and I do appreciate it when people post they are buying, as I sometimes use that as a trigger to refresh my due diligence on the stock in question.

    When I used the term outperform, I was not meaning comparing against the S&P500 or an index, I was just meaning comparing my own portfolio's income stream based on the decision to reinvest dividends or not.

    I am a Project $3 Million follower, and think it is very instructive and want to say a big THANKS for taking the time to do that, and your many, many comments on SA articles over the years. Several of your comments have drastically furthered my education in investing.

    I am just a little further down the road on the Project $3 Million schedule (I am 43), but I am ON the road, and on target for my own retirement.

    Right now, I am reinvesting all my dividends back into the company that paid them. My quarterly contributions to my 401k Solo and ROTH accounts (I am self employed) far outweigh my quarterly dividends, I am already widely diversified (70+ companies), I have been able to keep my positions adequately balanced, I recognize the value of the Dollar Cost Averaging concept of reinvesting and I already struggle to keep a low cash balance (which I have deemed to be 7%).

    This is my situation right now. When my position in each company becomes larger, harder to balance, If I become under diversified, etc I will be open to consider turning off dividend reinvestment.
    Feb 7 10:13 AM | 2 Likes Like |Link to Comment
  • One Stock, Solazyme, For The 'Coffee Can' Portfolio [View article]
    Congratulations on your first article Matthew. Looking forward to more.

    A new agreement in the (oleo)chemicals space was announced yesterday :

    Solazyme and Mitsui Enter into Multi-Year Agreement to Jointly Develop a New Suite of Tailored Algal Oils

    I haven't much knowledge on Mitsu... do you?

    Have you looked at all their patents? Might be a good future article.
    Feb 7 08:50 AM | Likes Like |Link to Comment
  • Dividend Reinvestment [View instapost]
    To me, **~IF~** you are able to time the market, buy the dips, or whatever successfully (reading the comments on many articles it sometimes seems everyone else manages this so successfully! ;) then obviously taking the dividends in cash and investing in undervalued stocks (cause that is so easy to do too right?) is going to out perform just dripping your positions.

    There in lies "the rub".
    Feb 6 10:39 PM | Likes Like |Link to Comment
  • 12 Things To Dislike About Dividend Investing [View article]
    One thing I worry about following a dividend growth strategy is retiring ok, but dying rich. What fun is that?
    Will I need the same inflation adjusted (or more) income at 85 or 75 as I do at 65? Sure I want to leave something to my kids, but do I want them to be on easy street? Wouldn't a reverse DGI retirement instrument that pays me an unsustainable high yield when I retire, and then slowly decreases it as I get older in a stable and predictable way be better?
    Feb 6 09:52 AM | 4 Likes Like |Link to Comment