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sneaker1404

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  • 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

    http://bit.ly/WCmJQs

    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
  • Dividend Contenders In Value For The Accumulation Phase And/Or Income Distribution Phase Of The Retirement Portfolio [View article]
    Chuck,

    A Seeking Alpha author Jim Pyke uses a nice graphical representation to break down the total return of dividend stocks over long time periods. The linked article example uses XOM with dividends re-invested and $100 incremental investments per quarter. "Reinvested Stock Appreciation" is a significant chunk (actually by far the biggest chunk) of the total gain.

    http://seekingalpha.co...

    Is he wrong?
    Feb 4 12:56 PM | 2 Likes Like |Link to Comment
  • GameStop Corp: Fundamental Stock Research Analysis [View article]
    Garthilk,

    Digital distribution for PS3 is already underway. Those titles are AAA titles.

    http://bit.ly/Vyc5da

    Next generation consoles will have much larger disk drives which will allow more digitally distributed games to reside on the consoles at the same time, and gamers won't have to worry about loosing, scratching or changing disks ever again. That said ... the ability to take the disk to your friends house and play the game is lost, but I think there will be a solution to that problem in the future as well.Personally, I think GME is probably OK until after the next console refresh. They sell a lot of hardware (but not as much as they used to thanks to Amazon). The Quarter after that Christmas, I think it will be struggle. (Disclosure : I'm a former GME long, and I never have or ever will short a stock). Good Luck to All.
    Jan 31 10:36 PM | Likes Like |Link to Comment
  • The Power Of Dividend Growth Investing [View article]
    Nice first article John. I look forward to your future ones as I own all of the companies except HRL and AFL.
    Jan 31 01:14 PM | Likes Like |Link to Comment
  • Microsoft's Surface Pro: Price And Lack Of Usable Storage May Be A Killer [View article]
    If the Surface didn't have a MicroSD card, there would be a concern. I think Surface sales will be good, but it does have competition (which is also good : for Microsoft and for the consumer).

    Personally, I am waiting for the Lenovo Thinkpad Helix (which if you thought the Surface was expensive ... don't look at the Helix!). For me, this is a very worthwhile (business related) purchase.

    From a recent C|Net article :
    ----------------------...
    Lenovo saw tablet shipments spike in its most recent reported quarter, according to comments today from its top executive.

    Along with reporting a record profit during its fiscal third quarter (the fourth calendar quarter of 2012), Lenovo said tablet shipments are on a tear.

    The Chinese device maker shipped 800,000 tablets in the quarter ended December 31, "almost an 80 percent year-to-year" growth, said Yang Yuanqing, chairman and CEO, during the company's earnings conference call.

    ...

    And Lenovo was upbeat on the corporate enterprise market and Windows 8.

    "New technologies like Windows 8, ultrabooks, and convertibles will drive new demand. 2013 will be better than 2012," the CEO said.
    ----------------------...
    http://cnet.co/TZMKfj
    Jan 30 10:24 PM | Likes Like |Link to Comment
  • GameStop Corp: Fundamental Stock Research Analysis [View article]
    I believe that digital distribution is a very serious threat to GME. From Steam, to EA's Origins, games already being digitally distributed like World of Warcraft, to the next generation consoles (which I believe will be highly optimized for digital downloads), all roads seem (to me) to be leading that direction.

    Game Publishers see digital distribution very positively because it cuts a middleman out between the producer and the consumer, reduces piracy and nobody is making profit on reselling a used game at practically criminal margins (I can't believe how much GME makes on their used games!)

    Instead older games can be sold on Steam or via other digital distribution channels (humble bundle) at a much lower price, or as part of a bundle where the publisher can find renewed revenues. This is very popular right now and only getting more so, which is a win-win for publishers and gamers.

    That said, there are many poorer people who own game consoles that do not have internet connections, so the threat may not be total, or even immediate, but I'm not going to risk my money on timing the exit right.
    Jan 30 04:24 PM | 1 Like Like |Link to Comment
  • Intel: The Semiconductor Winner In The Mobile War [View article]
    The Samsung ATIV Smart PC 700T has an Intel i5 processor and was very hard to get in 2012. (Not sure on availability now).

    Also, Samsung has a 4th level product ... the TV. :)
    Jan 29 11:23 AM | Likes Like |Link to Comment
  • Solazyme A Buy At Current Levels For The Short And Long Term [View article]
    Good summary and actionable advice Chris, thanks for writing. One of the big factors I was waiting for :

    "... it is big news that Solazyme has announced the completion of multiple initial fermentations in 500,000 liter fermenters at ADM’s Clinton, Iowa facility — about four times the scale of the vessels in Solazyme’s own Peoria, IL facility."

    http://bit.ly/Y2beFd
    Jan 21 01:20 PM | Likes Like |Link to Comment
  • Pitney Bowes Is A Ticking Time Bomb [View article]
    UB,

    If you think a divy cut will further depress the price, I encourage you to research what happened to TEF after they reduced, and then eliminated the dividend. Shortly after it went up 20%. One of the more interesting things I have seen in my short time in investing, and quite unexpected (by me anyways :).

    I'm not saying this will happen with PBI, but I don't think it's out of the realm of possibilities either.
    Jan 15 04:53 PM | 2 Likes Like |Link to Comment
  • Intel: The Chess Game In Mobile Semiconductors [View article]
    In the article ARM CEO East Says "Why even move to the next node?”

    Really? Ummmm.... If he doesn't know ... ARM may be in trouble.
    Jan 14 12:29 PM | 1 Like Like |Link to Comment
  • Microsoft And 4 Other Undervalued Stocks [View article]
    Companies that stay undervalued for long periods of time are a gift. The dividends buy more shares, and as long as earnings go up, they will eventually be priced right. As a dividend investor, my hope is not to cash out, it's to collect more dividends, so I don't need catalysts, and because I will be accumulating for 10+ years, I hope for a lack of catalysts. Watch the earnings and cash flow ... catalysts are waaaay down on my list of things to care about.
    Jan 14 11:59 AM | 3 Likes Like |Link to Comment
  • Buy Kohl's: The Price Dip Is The Perfect Opportunity [View article]
    I agree, there is lots to like at KSS. Earnings consistency, margins, a relatively new dividend payer, low payout ratio, conservative management, good chances of great dividend growth, and my family shops there a lot. If there is a Target store, then there is a good chance that within sight there will be a Kohls.

    At the store I go to, they have updated all the rack price tags to electronic wireless displays about the size of a deck of cards ... with so many promotions, it must have taken a lot of staff to continually change prices displayed with paper. I often wonder who makes those displays ... because there must be thousands in each store :)
    Jan 9 02:32 PM | 1 Like Like |Link to Comment
  • Tracking Dividend Growth At The Portfolio And Stock Level [View article]
    I do something very similar with my portfolio, but break it up by quarter, not by month. Makes the comparisons a little easier. When I am retired, I (hopefully) will not be living month to month :)

    Brad Castro stated :
    > it would be interesting to break it down based on individual
    > factors such as dividend growth, reinvestment, and new
    >purchases.

    That would be interesting.
    Jan 4 02:11 PM | 1 Like Like |Link to Comment
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