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osvold007t

osvold007t
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  • Lockheed Martin: Suitable For Both Income And Growth Investors [View article]
    I just added LMT to my holdings. I looked at the top 4 and talked with a client who is a retired CEO of Brunswick and senior exec at General Dynamics. He is still buying LMT and rates Boeing second.
    Feb 21 09:00 PM | Likes Like |Link to Comment
  • Will Cole Become A Sleep Well At Night REIT? [View article]
    Until last month I was a long term holder of Realty Income (O) and have a GTC at $39 to buy back 500 shares. How would you compare the two, in management style, holdings, and dividend performance over time. I'm a bit leery of start ups with limited management experience and am not looking for the risk of a NLY or AGNC.
    Jun 21 01:10 PM | Likes Like |Link to Comment
  • Renewed selling also hits equity REITs, with the Vanguard REIT ETF (VNQ -1.3%) just holding onto gains YTD; the iShares Real Estate ETF (IYR -1.4%). Among individual stocks, Realty Income (O -1.6%) is off 22% in 3 weeks; Senior Housing (SNH -2.3%), Digital Realty (DLR -4%) American Capital Realty (ARCP -2.1%), Omega Healthcare (OHI -1.7%). Among the best performers is HCP, Inc. (HCP -0.9%). [View news story]
    I've held O since the late 90's with an avg cost of $22 and reinvested all dividends. I made it a large part of most of my clients holdings in addition to mine. When I saw the stock begin to drop from $55 I foolishly waited and finally got out at $49. When I first got into the brokerage field in 1987 an old timer told me to never fall in love with a stock. Well I did with O. Thankfully I still saved the majority of my profits and have put in a GTC at $39, but will probably begin rebuying at $ 42 about 25% for each buy. I will miss the 8% plus dividend I had but as it was always reinvested I never saw it.
    Living in Escondido I have gotten to know the people from Tom Lewis on down and they couldn't be a finer group of people running a company. Very conservative and with a very loyal group of investors who show up in great numbers each annual meeting. This is a first class company and give it the summer to level out and investors will come back as will the analysts. Notice that the volume the last couple of days is below average which to me, means institutions are not panicking, just the weak holders being flushed out.
    Jun 12 11:11 PM | Likes Like |Link to Comment
  • Just How Low Can 'O' Go? [View article]
    Thanks for the article.
    I sold when the stock first corrected a couple of points last week. I wasn't surprised when GS "leaked" the downgrade which is typical of that snake pit. My reasoning is that at a cost of $23 and just over 8.5% I can afford to wait until it hits $44, but after reading the article I think $40 is a better place for me. Other advisors here in San Diego I've talked with have also sold many of their older clients out in the last few days, so I expect a bit lower price sooner rather than later. In the mean time I added the funds to my INTC holdings and am looking for something else to replace O and its dividends though I know I won't get 8.5%. Any suggestions are welcomed. I'm also long AAPL, GOOG, QCOM, PM, BAC, and FB.
    May 29 06:18 PM | 1 Like Like |Link to Comment
  • Dear Apple Board, This Is How You Defend The Share Price [View article]
    The people who would buy at lower prices are not the ones you want holding the stock. They are the ones who always bail at the first sign of any negative ? news. Good money forces out bad or weak money. I'd rather have Buffet type investors who don't worry about price but how their money is growing annually.
    Jan 15 08:04 PM | 5 Likes Like |Link to Comment
  • Dear Apple Board, This Is How You Defend The Share Price [View article]
    Buying some more tomorrow. If I get it at $490 my avg cost goes up $17 to $354. I'm still positive on the company and feel I can get 20% plus going forward yearly, not including dividends. I'll take that any day.
    I think the weak money is being forced out as always happens in the market. That is good in the long run as investor money comes in to replace the weak holders.
    Jan 15 07:52 PM | 2 Likes Like |Link to Comment
  • Apple's Cash Hoard Is An Asset, Not A Liability [View article]
    As a long term investor in AAPL I will put my money with a professional with a long term success rate. Leon Cooperman and his Omega fund are looked upon by the street as one of the leading investment specialists in the market, which is why they interview him to see what his opinions are on the future direction of the markets and what investments he favors along with his teams ideas. Way more professional than most. I also have owned QCOM since the early 90's and sold my holdings earlier in December and am now just getting back in to the company. I think, along with many other investors in San Diego, that QCOM will outperform AAPL in the coming year. AAPL's big need is someone to be the innovator that Steve Jobs was (or close to it). Tim Cook is the Supply side genius but not the innovator and you need both. That's the same problem HP has at the present time. Meg can't do it all and neither can Tim.
    Jan 7 01:19 AM | Likes Like |Link to Comment
  • Efforts to unionize fast-food workers ramp up this week with organized protests in the works at McDonald's (MCD -0.3%), Taco Bell (YUM +1%), and Wendy's (WEN -0.4%). Though the activity is catching some headlines, unionization efforts seem more likely to fizzle than generate higher costs for restaurant operators. If the Black Friday protests at Wal-Mart are any indication, it may be business as normal despite all the sound and fury. [View news story]
    Mickey D is the place that young people learn how to work, be on time, and what it takes to get promoted. The military used to do this with the draft. Now the unions want to screw this up to where they teach how to get entitlements, learn how to just do the bare minimum at work, and never have to worry about losing their job. Plus, pay the bosses a monthly dues fee to keep working. Unions are losing workers as a % of the work force and it is increasing each year so they have to resort to other tactics to try and gain new members. How would anyone out there like to have their 16, 17 or 18 year old daughter or son face off with one of the union thugs trying to force them to join with threats or damaging their car if they refuse? Not my kids.
    Nov 29 10:26 AM | 7 Likes Like |Link to Comment
  • Apple Cannot Be Valued: Warren Buffett Knows This And You Should Too [View article]
    As a professional investor with over 25 years in the industry and another 15 as an amateur I have my share of mistakes and have tried to change with the times. Every theory that made headlines usually ran its course over time and every genius with the "answer" eventually crashed. My takeaway is that the only truth is "Price and Volume". Today's investors big advantage is instant news. The problem there is too many claiming to have the right answer and investors with no plan beyond the latest headline nor cash to withstand corrections eventually leaving the market as losers. That's known as good money driving out bad money or weak money. This writer has been in the industry as a lawyer for 2 years and then has the book learning from ivory tower professors who in the majority of the time have little money to invest of their own and won't let students see their portfolios and mistakes.
    I, too, own AAPL at the mid $100's up to $370 and have no reason to sell until I see my own limits hit. I did sell some at $500 and $678 so am in at no cost. The market is in a correction and I don't invest during a correction but wait till an upturn is confirmed. I also find for me anyway that the only way to keep up is use IBD for ideas and when to move in, hold, or lighten up. Not 100% right but seems to work for me. Plus, I'm always open to new ideas and sectors. Keep up the writing and don't be afraid to say a lot of what you do is the same as the top money managers, guess in many cases. I've always distrusted the majority of managers as they are, on average, 28 years old and have not gone through a couple of cycles to gain humility and experience.
    Nov 12 06:00 PM | 1 Like Like |Link to Comment
  • Checking 'Under The Hood' Of The Great Repeatable Dividend Machine [View article]
    Thanks for the article Brad. As a retired broker in the San Diego area I got to know Tom Lewis in the mid 90's when he visited the various firms in the region and was impressed with his conservative approach. My wife and I began our purchases in 96 and I began to put O in my clients accounts with dividends reinvested. We all are very happy with the results. I would encourage anyone who can attend the annual meeting to do so. You will be impressed with the executives and the knowledge you gain from being present. For example, the addition of Dieago's winery's division, aircraft part distributors, along with a cloud warehouse let us know the company is adding future growth industries and not just Taco Bells, as good as they are. I know I'm preaching to the choir but, hey if it works buy more and stick with it. Thanks again.
    Oct 29 12:28 PM | 2 Likes Like |Link to Comment
  • Apple's Cash Position Is Overstated By $70 Billion [View article]
    There have always been people who hate the successes of businesses like P&G, MCD, KO,QCOM and the Yankees and can't wait for them to fail. But, over time they have only stumbled briefly for a time, only to come roaring back stronger. I see this for AAPL and INTC and I see this on a personal basis owning all 5 of the stocks named and a Yankee fan. Its known in the industry that INTC has chips in development to gain share in the mobile business so be careful about betting against them. But, when you don't have skin in the game envious haters come out and pontificate about the failures coming. Its always been that way and always will be in the market.
    Oct 21 02:21 PM | Likes Like |Link to Comment
  • Apple's Cash Position Is Overstated By $70 Billion [View article]
    The author is short AAPL. Keep this article and after the first of the year bring it out and reply asking if he is still short. While it is an interesting piece, keep in mind it is a short supporting his position. Not to be ignored, but to be looked at with that in mind. So many shorts are closing their positions I feel he needs to pray and hope for a continued correction. To me this is no more than a $70 stock dropping to $63. Personally, I don't panic with that as the products and need for them is just beginning and there is more new developments coming in the next 12 to 18 months. I don't have a price point but owning it at $500 points lower I'm not selling but also not buying any more. I like the dividend and see that going up along with more buy backs. Rather I'm adding to my INTC position at these prices.
    Oct 10 11:50 AM | 4 Likes Like |Link to Comment
  • An Option Investor Who Does Not Care If Intel Is Currently 'Dead Money' [View article]
    I own a lot of INTC under $20 and appreciate reminding me of the options opportunity. Thanks. PS if you own AAPL what is your recommendation for me there as I own it at $170 and don't want to lose it.
    Oct 2 11:22 AM | Likes Like |Link to Comment
  • Here's a new Apple (AAPL) rumor: Tech analyst Paul Mueller claims "at least three people close to Apple" have told him there are next-gen iPad prototypes featuring widescreen (16:9 aspect ratio) displays. Many Android tablets sport widescreen displays, which lend themselves well to multimedia viewing, but the iPad has stuck with a 4:3 aspect ratio, which works better for reading and other portrait-mode activities. Judging by market share trends, consumers aren't complaining. [View news story]


    Is AAPL a safe haven for me? It is as my cost is much lower and I can with stand a drop and not panic. Plus, it is not a huge part of my holdings, significant, yes at 187 shares, but my safe money is secure.



    I own AAPL and buy on significant dips. I'll look closely when it corrects 15%. Currently a good buy point looks to be around $620. My only concern is the uncertainty in the global arena and will the latest Q work. Short term I never like to guess- especially with an election coming up in Nov. Even with the market in an uptrend I don't think I'm comfortable investing till things settle down a bit. With the election looking more certain that removes one worry. By certain I mean since 1900 if the S&P 500 goes up between Aug and the election the incumbent has been re elected except for 3 of the 4 times when a 3rd party played a role. And the opposite holds true. On Aug. 1st the S&P was at 1407.
    Sep 26 08:37 PM | Likes Like |Link to Comment
  • Apple's iPhone 5 Vendor Cheat Sheet [View article]
    thanks
    Sep 23 01:47 PM | Likes Like |Link to Comment
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