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  • Intel: Upside Potential [View article]
    I'm not sure if it was commented on above, but I recently bought a Lenovo Yoga 2 Pro at Christmas time, and when the LiveSafe trial expired, it offered me a deal to extend it for a year for $15. I took it. The other thing others need to consider about paying even $80+ is that it covers all your PC's/laptops, Android tablets, and Android phones.

    I also bought a Dell Venue 8 Android tablet and a Acer C720 Chrome book, both of which have Intel processors and are decently fast and have very good battery life.
    Feb 4, 2014. 10:49 PM | 2 Likes Like |Link to Comment
  • Should You Buy The Buckle? [View article]
    With the large special dividends, ZERO debt, and conservative management, I just don't understand the large number of shares short either. If memory serves, it's been like this for many years. Thanks for writing about a stock I have owned for a long time.
    Jan 28, 2014. 09:26 AM | Likes Like |Link to Comment
  • Tech Sector DGI In An Age Of Big Bang Disruption [View article]
    Much of what you wrote in the article resonates with me personally as I also work in IT, but find it hard to foresee where tech trends and profits will be in the future.

    When I started out investing, I bought many small cap tech companies, and had great success, but in many instances, I didn't know when to sell and held on too long, watching share price crumble when the next disruptor came along and earnings collapsed. It happened swiftly, and really, I had no chance to see it coming (I don't care how closely a person followed the company). I did not sleep well at night and started to look for alternatives strategies.

    I learned a few things about my investing style (buy and hold/monitor of larger cap companies), and risk tolerance (low). As my portfolio grew to 2 or 3 times my annual salary, it got even lower! :) These are the things that appealed to me about DGI ... the intention to hold forever (but monitor), being able to define rules of when to sell, and less stock price watching / volatility. I had a plan I could write out and follow.

    My portfolio now has a solid core of diversified higher quality large cap DGI holdings, but also some tech DGI holdings. None of them are "core" and I do monitor them closer, but basically the rules of when to sell them are the same as my core companies. I also find it easier to invest in corporate technology instead of consumer technology because as a consultant for a very large cap company, I can see what trends they are following, and things move slower :)

    My tech investments are AAPL (bought long before my change to DGI), ADP (although I don't really consider it a tech company), CSCO, IBM, INTC, and MSFT. ACN and ORCL are on my watchlist.
    Jan 12, 2014. 03:12 PM | 1 Like Like |Link to Comment
  • For Solazyme, It Is All About Control [View article]
    Kevin / Others,

    I ran across this the other day, which you may interesting.

    Engineers have created a chemical system that continually produces useful crude oil minutes after they pour in raw algae material.
    Dec 24, 2013. 02:40 PM | Likes Like |Link to Comment
  • 'Discarded Gems' Of Dividend Growth Investors [View article]

    I agree with your theme to widen the net, and do so in my portfolio, which I admit is a defensive portfolio. I do not rule out companies that froze the dividend (or even cut it once at a rate not larger than it's 5 year growth) during the great recession as I value conservative management. I usually do not consider these 'core' companies however and have smaller weighting.
    Dec 23, 2013. 09:41 AM | Likes Like |Link to Comment
  • With The Berry Petroleum/Linn Energy Merger Approved, LINE/LNCO Is A Buy [View article]
    LNCO has shown me that my portfolio diversification and balancing is working. The volatility did not shake me out of my shares because it was a smaller non-core part of my diversified portfolio over which there was little angst. Glad to see the merger approved.
    Dec 17, 2013. 09:26 AM | 3 Likes Like |Link to Comment
  • Stylized Facts About The U.S. Economy That Every Investor Should Know [View article]
    Thanks for the well presented information.

    Do you think household increases in savings and reductions in borrowing and spending might also be impacted by the baby boomers getting prepared to retire or actually retiring?

    I think a lot of people tighten their budgets before and just after retirement because there is a lot of uncertainty about "do we have enough money?".

    There seems to be a lot of deflationary forces in play ...
    Nov 19, 2013. 02:46 PM | Likes Like |Link to Comment
  • Dividend Champions: 10 Increases Expected By January 31 [View article]
    DGM - Thanks a lot for your continuing thoughts/opinions on the divy increases for the stocks you own.

    I think T's increase will be a tell of their European ambitions (re Vodaphone).
    Nov 16, 2013. 03:18 PM | 2 Likes Like |Link to Comment
  • An Alternative To Overvalued Dividend Stocks [View article]
    Left Banker,

    One factor to remember is that many of the most desired DG stocks (KO, JNJ, although not so much KMB) have historically had higher valuations on average, so although they seem expensive now (compared to the S&P) they are really just coming up to their fair historical valuations.

    These companies have had premium valuations for very good and valid reasons. Consistency and predictability of positive earnings and dividend growth).

    > Both of these authors tended to come down on the side
    > of "Maybe, but it doesn't matter."

    That's laughable. Sorry.
    Nov 10, 2013. 04:43 PM | 4 Likes Like |Link to Comment
  • The Chowder Rule [View instapost]
    Thanks for another great instablog Chowder.

    I found an interesting way to get a partial list of the companies that Value Line rates 1 or 2 for safety.

    Look at the holdings of the First Trust Value Line® Dividend Index Fund (FVD) which :

    - The index begins with the universe of stocks that Value Line® gives a SafetyTM Ranking of #1 or #2 using the Value Line® SafetyTM Ranking System. All registered investment companies, limited partnerships and foreign securities not listed in the U.S. are removed from this universe.

    - From those stocks, Value Line® selects those companies with a higher than average dividend yield, as compared to the indicated dividend yield of the Standard & Poor's 500 Composite Stock Price Index.

    - Value Line® then eliminates those companies with an equity market capitalization of less than $1 billion.

    - The index seeks to be equally weighted in each of the securities in the index. The index is rebalanced on the application of the above model on a monthly basis

    Details :

    FVD Holdings - 166 companies (which includes many companies I own):

    It's been in existence since 2004 so there is history as to how it did during the great recession. The 2009 low still looks scary to me for higher quality companies :( ... but I'll need to ponder on this a little more. Although rated 1 or 2 for safety, they are not all dividend growth stocks (nor do they all meet the Chowder Rule of course :)

    Anyone else know how to find Value Line 1 & 2 rated companies without a trip to the library (or of course a membership)?
    Oct 30, 2013. 10:23 PM | 1 Like Like |Link to Comment
  • For Maximum Total Return, Go For Growth [View article]
    As a previous Motley Fool subscriber (Stock Advisor and Hidden Gems), I bought many of their high growth recommendations, and fared pretty well, even during the great recession, but as my portfolio became larger (I think it was around $200K), I found I was unable to sleep well at night as the volatility was stomach wrenching (stocks moving up/down 15-20+% in a day!). I still own a few high growth names (including SBUX at $17 and MIDD at $36) but they are a much smaller percentage of my portfolio (~15%), and I find I sleep much better at night.
    Oct 25, 2013. 11:30 PM | 2 Likes Like |Link to Comment
  • 5 U.S. Dividend Growth Stocks For International Exposure, Revisited [View article]

    Congratulations on 100 articles! I have been a follower of yours for a long time, and have found value in all of them. I appreciate your willingness, and ability to share your thoughts, the calm logic in responses to the commentors of your articles, and your moral compass in not separating your investments from your morals.
    Oct 17, 2013. 02:20 PM | Likes Like |Link to Comment
  • Is It Time To Dump These 5 Dividend Growth Portfolio Stalwarts? [View article]
    A few comments:

    - Could you please fill in the 5YR DGR for SDY?
    - Look at earnings performance and earnings estimates and not stock price. Look at a FAST Graph. I don't think I could invest without FG anymore. All these (except MRK) are estimated to grow at 8-9% or better for the next 5 years which is not hard to believe, because they've been doing that consistently for a long time.
    - Think long term. "The crux of his argument is that CSCO has a history of giving back gains. He sees trouble breaking the $26 mark." ... this is not long term thinking. Tune out that noise. It is to my advantage if CSCO stays below some technical line on a chart, because my re-invested dividends (I am only 43) will compound faster ... as long as earnings keep growing. They are estimated to grow by 20% next year! CSCO's moat is impressive in large companies - all the companies that I consult for buy nothing but CSCO and MSFT.
    - Besides a great product, KO has the management and distribution network to sell any product depending on how attitudes towards sugary drinks goes. They just sell what customers want, and will change if/when the customer changes. Management matters. Same for MCD.
    - MRK I wouldn't own.

    PS: I am long CSCO, KO, MSFT and WMT.
    Sep 10, 2013. 11:02 AM | Likes Like |Link to Comment
  • The Dividend Champions Have Truly Been Champions [View article]

    A few back-tests of the type (kinda) you are describing (no survivor ship bias) has been done here on SA by different authors using portfolio123, which has the necessary historical data and ability to create screens for growing dividends or whatever you want.

    The one I often look back at was done by Tom Armistead.

    It had some interesting results.
    Sep 5, 2013. 11:24 PM | 3 Likes Like |Link to Comment
  • Intel: Where's Haswell? [View article]
    Please let me/us know when more Haswell convertibles are available. If I'm going to spend $1500+, I'm going to wait for exactly what I want.
    Sep 1, 2013. 01:32 PM | 6 Likes Like |Link to Comment