Seeking Alpha


Send Message
View as an RSS Feed
View fleagle's Comments BY TICKER:
Latest  |  Highest rated
  • Dividend Income Update - March 2015 [View article]
    DM, just keep plugging away --- don't know your age, but your 40-50ish, keep going.

    I was fortunate to have a professor when seeking my MBA back in the early 70s. His course was Investment Portfolio Management. He espoused then what you are saying now ---- same mantra ---- grow and manage your portfolio thru consistent capital input while reinvesting the divys. (Note: he was only an adjunct, part-time professor teaching this course ---- he was a full-time investment bank manager for MLPFS --- anybody remember this firm?)

    Anyhoo, bought hook, line, and sinker this approach. Today, almost 40 yrs later, my portfolio's divys pay all, repeat all, my cost of living costs with plenty extra for vacations, kids, grandkids.

    Started about 5-7 yrs ago when my kids became of age and became employed ---- doing the same thing ---- monthly savings and divy reinvesting. Who knows what 30-40 yrs will bring them? Hopefully, financial independence.

    DM, you're right on ----- maintain the course.

    Apr 6, 2015. 04:28 PM | 3 Likes Like |Link to Comment
  • AT&T Remains A Top Dividend Pick [View article]
    For you historical types, here's a site that shows how T morphed from 1984 to date.

    I bought 100 shs of T in 1982, Judge Green broke up company in 1984. I sold off all the "Baby Bells" overtime and reinvested the proceeds in the "original" T and dripped. Nothing spectacular here, but have over 1200 shs paying a $1.88 divy.

    Don't need the income from T, just continue to drip, and will pass on to the grandkids for them to decide what to do with it when they reach age.
    Mar 30, 2015. 01:13 PM | 4 Likes Like |Link to Comment
  • Rampant Mispricing Makes Specialty REITs An Interesting Space [View article]
    Excellent overview and quick analysis. I agree wholeheartly with "specialty" approach to REITS. I hold 12% of my portfolio in "specialty" REITS --- no ETFs, for reasons you highlighted, and only one diversified REIT.

    Long: about 2% of each
    O --- Diversified
    DLR --- Data
    STAG --- Industrial
    HTA --- MOBs
    CORR --- Energy
    WSR --- Specialty Shopping Centers
    Mar 27, 2015. 06:17 PM | 2 Likes Like |Link to Comment
  • Seadrill: Bad News From Brazil [View article]
    Too many unknowns and outcomes ------- Dead Money
    Feb 16, 2015. 06:09 PM | 1 Like Like |Link to Comment
  • ConocoPhillips: Dividend Is A Priority [View article]
    Hope its not another "SDRL" moment when mgt says divy is sustainable, but reneges a month or 2 later.

    Long COP
    Jan 31, 2015. 05:50 PM | Likes Like |Link to Comment
  • Mixed Feelings After Freeport-McMoRan's 2014 Financial Results [View article]
    Don't know if this link will work --- From Pierce Points --- short piece that says Indonesia is seizing copper/gold assets. FCX has to give up 10.6% this year to the 'nesians 10.6% and another 10% in 2016. Plus FCX has to build a multi-billion dollar smelter plant in order to export copper/gold.
    Jan 28, 2015. 12:07 PM | 1 Like Like |Link to Comment
  • Realty Income: Is This REIT (And Perhaps All Others) Overvalued? [View article]
    Scaled back today. Sold some O, STAG, DLR, HTA. Stopped my automatic divy reinvest programs in each. Don't need the income, so I'll just accumulate some "dry powder" cash and see what happens over the next year.
    Jan 27, 2015. 06:29 PM | 1 Like Like |Link to Comment
  • Is Zoe's Kitchen Doomed To Disappoint Investors Like Noodles & Company And Potbelly Corp.? [View article]
    Never been to a Potbelly's. Their menu seems to cater to the man who wants a big sandwich and a hearty side. There are 3 Zoe's in San Antonio. All located in upscale shopping areas. Been their 3 times at lunchtime with my wife while shopping. My WAG was probably 80% of eaters were women. No frills, but good, healthy, fresh offerings. Price reasonable. My wife drags me there..
    Dec 23, 2014. 04:38 PM | Likes Like |Link to Comment
  • Seadrill Debt Plummets Along With Stock [View article]
    Sold today at $11.25. Went to Walgreens to get some aloe to heal my burns. Best wishes to all on your SDRL and NADL positions.
    Dec 12, 2014. 07:35 PM | 8 Likes Like |Link to Comment
  • Seadrill Debt Plummets Along With Stock [View article]
    Bit at $11.98.

    SDRL reminds me of an old Johnny Cash song ---- Ring of fire.

    Some lyrics----

    I fell into a burning ring of fire,
    I went down, down, down as the flames went higher
    And it burns, burns, burns,
    The ring of fire, the ring of fire.

    The song is here. Substitute a love with SDRL

    Lesson --- Don't try to catch a falling knife --- I probably will not learn this lesson.

    This in a not "brilliant analysis of SDRL." Just reality
    Dec 12, 2014. 04:34 PM | 4 Likes Like |Link to Comment
  • Seadrill And North Atlantic Drilling Discuss The Conditions In The Offshore Drilling Industry [View article]
    Question ---- who are companies that perform the $100m 5yr required classing surveys?
    Dec 10, 2014. 05:29 PM | 1 Like Like |Link to Comment
  • Did Seadrill Just Become A Gold Mine To New Investors? [View article]
    Try $12.33 today.

    Would love to own SDRL and NADL ---- but will wait.

    Oil price, Russian sanctions, OPEC, new rig deliveries, and recontracting existing rigs have yet to play out.
    Dec 4, 2014. 04:53 PM | 2 Likes Like |Link to Comment
  • Molycorp Hits 52-Week Low On Debt-For-Equity Swap [View article]
    Nov 24, 2014. 12:32 PM | 1 Like Like |Link to Comment
  • The New Nifty Fifty, Part 2: Dividend Growth Investing's Greatest Hits [View article]

    I drip a few stocks. Rest, I accumulate the divys to take advantage of "price sales" (ie, COP, WAG, TGT) and further diversify my portfolio.
    Oct 23, 2014. 12:32 PM | 1 Like Like |Link to Comment
  • Building A REIT Portfolio For A High School Kid [View article]

    I gave my 2 daughters the short parable book "Richest Man in Babylon" by a guy named Clausen written many years ago. Premise was "live on 90%, save 10%" and let the Law of Compounding to take effect.

    Fortunately for me, both daughters earn decent salaries, took the parable to heart, and live on 90%, save 10%. I have put "O" and "DLR" into each of their Roth IRA's and 401K's.

    Nice article. Regards
    Oct 22, 2014. 09:08 PM | 1 Like Like |Link to Comment