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dolson

dolson
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  • What Do I Do With My Stocks If The Market Crashes? Part 1 [View article]
    Thank you for more great information. When to sell a blue chip dividend stock that is overvalued? I like Chowder's comment, keep checking fundamentals, as long as the company is performing hang tight. I also take into account secular trends.
    Mar 21 02:23 PM | Likes Like |Link to Comment
  • I Love My 'Magic Pants' And My Partners Wear Them Proudly [View article]
    Chuck, thank you for your efforts to quote facts (truth) and educate. Your fastgraphs site and your articles have helped me immensely. I am a far better investor because of your work.
    Mar 20 01:52 PM | 2 Likes Like |Link to Comment
  • A No-Brainer Dividend Growth Investment [View article]
    I kind of see MCD going against the current trend towards "green", "organic", "healthful", "sustaining". I would question how much more growth they will experience as there are MCD's in almost every community. The amount of garbage genereated by fast food chains is unbelieveable. A possible headwind would be a possible large increase in the minimum wage. I own shares, which I will keep for now. MCD will likely continue given the billions in advertising that promotes these kind of products will continue to brainwash the world as to what is needed / healthy. I don't invest in MO, MCD is really not much better.
    Jan 21 02:24 PM | Likes Like |Link to Comment
  • For Pinnacle Foods, Slowly Does It [View article]
    Thank you for the article on PF. I got in just after the IPO and have been pleased with it's performance. I invested for the expected dividend and have been satisfied with the increase.
    Jan 16 07:47 PM | Likes Like |Link to Comment
  • Dave Van Knapp Positions For 2014: The Best Dividend Growth Stocks Will Pay Out More This Year [View article]
    Inzkeeper:
    I am also using Eddie Herring"s spreadsheet in the same way. Frankly I had forgotten where I copied in from. Thank you.
    Jan 13 12:41 PM | Likes Like |Link to Comment
  • Dave Van Knapp Positions For 2014: The Best Dividend Growth Stocks Will Pay Out More This Year [View article]
    Bruce:
    The market is not efficient. Say you hold BMY and you have a 65% gain and BMY appears to be overvalued. One could sell BMY and take a position in say TEVA which appears to be undervalued to recapture the income stream and hope for a greater total return in the future?
    Jan 10 02:04 PM | 3 Likes Like |Link to Comment
  • Cash May Be King: It Should Be Part Of Your Portfolio In 2014 [View article]
    The world's economy has been built on massive amounts of debt. The world is growing older. I don't like to be pessimistic, but the day of reckoning is out there and drawing closer. What I see happening.... as QE is tapered the economy and markets will fair poorly. I see Mr. Bernanke reversing the tapper sometime during 2014 and throwing more coal on the fire (or some other version of QE). Eventually the tools to keep the economy above water will run out and we will have a crises in the markets that exceeds 2008-2009. I come to this conclusion because no one or party has been able to make the necessary responsible econ 101 decisions. The ship was been filling with water for decades. One can pray for fantastic innovation, lets hope so.....
    Dec 31 12:28 PM | 2 Likes Like |Link to Comment
  • Why It's A Mistake To Hold Cash In This Market [View article]
    If it is a forgone conclusion that the market goes up and down and individual companies valuations range up and down based on many factors, then it makes sense to keep some reasonable amount of cash, otherwise how does one take advantage of the occasional great company valuations that present themselves from time to time. One must have cash to invest. Where does that cash come from? Lets face it when the market declines the vast majority of the stocks in your portfolio will decline, do you sell the winners or losers to take advantage of attractive valuations?
    Dec 12 03:03 PM | Likes Like |Link to Comment
  • The Fed Is Playing Chicken With Your Savings; Don't Say You Weren't Warned [View article]
    Not only the US, but the developed world has huge headwinds coming. Just look at the crazy levels of debt in Japan and Europe. I really don't understand why some people don't see that high levels of debt as a critical issue. Currently the US is at 17.2 trillion in debt. Interest rates and the economy are walking a knife edge and our options become more limited everyday to manage the economy. How can interest rates be allow to rise much? Rising interest rates will bust the budget and send home sales into the tank. How can interest rates go down from here? There are many important factors playing now, with the continual accumulation of debt and demographics. On our current path (last 50 years) the long and the short of it, the Fed is going to run out of options to manage the situation and we are going to go over one side or the other of the fiscal cliff edge. Ouch. But long term ...we are making many great innovations and advances so one can hope a brighter spring may emerge someday, may we pray it doesn't take too long.
    Dec 9 11:09 AM | 2 Likes Like |Link to Comment
  • My Income Portfolio Of 30: 2nd Half Of 2013 Review [View article]
    eppoh...I agree and I do not reinvest dividends automatically, but let the cash accumulate and then reinvest on down days as opportunity allows. Of course by reinvesting dividends automatically there are no trading fees, but I believe I do far better by buying at a lower price. What are the arguments against????
    Dec 8 11:28 AM | 1 Like Like |Link to Comment
  • My Income Portfolio Of 30: 2nd Half Of 2013 Review [View article]
    Like many others I am jealous of your early start, great job. I own 14 of the same stocks. Generally where I must often get into trouble is when I buy stocks not on the CCC list, chase yield, and not being patient enough to wait for low valuations. How do you feel about ARLP? I've liked the Stat's but being in the coal industry it would seem huge potential headwinds. I hold INTC, but will not consider selling because of the low valuation, considerable dividend, and potential for growth as they attempt to enter the mobile market. If they fail to raise the dividend and the price gets hit I will likely buy more under 22.
    Dec 7 01:36 PM | Likes Like |Link to Comment
  • What Stock Market? These Dividend Contenders Are Not Overvalued - Part 2 [View article]
    Chowder...thank you for the rule regarding when it is okay to consider averaging up a good way to quantify the decision. If I run out a cash in my portfolio, I get stressed, because I don't want to get caught flat footed in a market sell off and not be able to take advantage of bargains without selling stock shares already depreciated by the sell off! I just recently sold shares in YUM, CSX, NWN, TGH, WMB to raise cash. The reason I sold there particular shares was because of my relatively high cost basis (newer positions) and the hope that I can perhaps buy more shares back at a lower basis during a sell off. All were sold at a profit. I'm still learning thanks for your and Chucks excellent contributions.!
    Nov 21 01:10 PM | Likes Like |Link to Comment
  • WGL Holdings: After A Pullback, This Utility With A Healthy Dividend And Diverse Operating Segments Merits Attention [View article]
    I've owned this stock for several years. The current price makes a pretty good entrance point. If you looking for that 4%+ yield with reasonable safety, I believe you will be satisfied at this price level.
    Nov 16 01:09 AM | Likes Like |Link to Comment
  • A Fork In The REIT Road [View article]
    Thank you, timely article for me. REIT's down, interest rates up, sure looks like a trend. If you are right we are now seeing good buying opportunities.
    Nov 13 03:41 PM | 1 Like Like |Link to Comment
  • The Rising Dividend Is The Only Reason To Buy McDonald's [View article]
    My thoughts are similar to yours. I have not been impressed lately. When they first came out with the Angus burger that was a decent change. Over the last couple of years it seems to me like the quality has suffered. But now I just own it for the dividend as long as they keep growing the dividend and maintain a fairly low payout ratio I will hold on to the stock.
    Nov 11 03:43 PM | 1 Like Like |Link to Comment
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