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Curtistocrat

Curtistocrat
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  • The Criticality Of Dividend Reinvestment Timing [View article]
    Thank you for illustrating for me the sometimes not-so-technical side of investing. There are a lot of great articles by a number of brilliant people on this site, which I really enjoy diving into the analysis part.

    However, I believe your article illustrates that one can over-think the basics. I enjoyed ur article.
    Dec 9, 2014. 08:50 AM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Chevron Corporation [View article]
    When will that be? What will it bottom at? Is it possible that oil stocks could go up in anticipation of higher oil prices b4 the actual price goes up? I'd like to play that game but have found that I'm not smart enough to know when that bottom has come.
    Nov 30, 2014. 10:39 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson Vs. BP: Ignore Dividend Growth Rate At Your Own Peril [View article]
    I agree NeedMoreCoffe. We talk about the benefits of diversification w/ investments all the time. Too bad we can't say the same of differing views, ideals, etc.
    Nov 26, 2014. 10:58 AM | 1 Like Like |Link to Comment
  • General Electric's Divesting Activities Positive For Shareholders [View article]
    Ratbert, maybe u should have actually asked a question in your first post instead of "badgering" the author with questions in ur second. I see a bunch of statements in ur first post, no questions.
    Jul 26, 2014. 11:41 AM | Likes Like |Link to Comment
  • General Electric Has Bigger Fish To Fry [View article]
    Too bad you missed your chance to add-on to your position while GE traded in the single digits, let alone the teens. Your share price may be down 50%, but those of us who saw a screaming deal in 08-09 are sitting on 300% + gains today. Long GE, Long Immelt.
    May 31, 2014. 10:14 PM | Likes Like |Link to Comment
  • Retirement Strategy: ETF Portfolio Vs. The Stock Only Portfolio: Surprise, Surprise! [View article]
    BTW, enjoy this comparison. Looking forward to future updates.
    May 31, 2014. 09:59 PM | 2 Likes Like |Link to Comment
  • ConocoPhillips: A High-Yield Dividend Paying Stock [View article]
    I don't know about all this buying and selling though. 50 shares at a time-even with trades at 9.95, what does this mean for cost and therefore drag on returns? What are the tax implications if owned in a non-qualified account and the subsequent drag on returns? What about missed dividends due to selling just prior to the ex-dividend date? What about missed profit-taking becuase I waited to get past the ex-div date? I'm afraid this strategy would make my head spin.

    Do I believe that T, COP or whatever stock I own will continue to grow its dividend in-line or better than peers in the future? If I do, why not just add on the dips but leave out the selling? I have more regrets for sales I have made than investments I have made in my short investing lifetime. Selling seems only to deter me from building meaningful positions in high-quality names.

    This strategy may work for stocks that dont pay dividends where Im looking for price appreciation to make money. With dividend-payers I look for three things, in this order of importance:
    1) Did the company maintain the scheduled dividend for this quarter?
    2) Did the company raise the scheduled dividend for this quarter? How much relative to prior increases, EPS growth, etc.
    3) What is the stock price doing? If I can answer yes to 1 & 2 above and the stock is down in price, I probably need to look at buying.
    May 31, 2014. 09:55 PM | Likes Like |Link to Comment
  • Retirement Strategy: ETF Portfolio Vs. The Stock Only Portfolio: Surprise, Surprise! [View article]
    Im pretty comfortable buying big blue chips that pay dividends and grow them. Generally speaking I have found that the longer I hold a company the happier I am with it. I use indexes and ETF's for the small, mid-cap, emerging markets positions. But for large caps, Im looking for dividends, so I am comfortable picking these names and then adding to them. I think I can do pretty well over time with this strategy. I do not believe for one minute though that I can pick and choose which small companies to buy or even worse, emerging markets when so little information is available on many of these names.
    May 31, 2014. 09:26 PM | 3 Likes Like |Link to Comment
  • Phillips 66: An Outstanding Dividend Growth Stock [View article]
    Thanks for the reply. I think that I like PSX.P of the two as well. As for whether it is undervalued or overvalued, I think that it is a high-quality name that will provide long-term value. So, in 15 years I probably won't look back and think "Man, if I'd just waited X days/months/years (or worse, never) to buy it at $50 instead of $60. I tend to be a buyer. I usually have to get a map out to find the sell button...

    Thanks again.
    May 31, 2014. 09:01 PM | 1 Like Like |Link to Comment
  • Phillips 66: An Outstanding Dividend Growth Stock [View article]
    Michael-

    Are you a proponent of PSX.P ownership as well as ownership in PSX. I guess that the way I view it is that with PSX being the general partner, I will benefit as a PSX shareholder.

    I would be interested to hear your thoughts on this. I currently own no MLP's but own PSX and VLO and are considering the two MLP spins.

    Looking forward to your response.
    May 20, 2014. 10:01 PM | Likes Like |Link to Comment
  • Phillips 66: An Outstanding Dividend Growth Stock [View article]
    I would love to go back and read some of those articles from 2012 and the naysayers saying to sell COP before the spin. It would never work, so they said. The management of both COP and PSX have executed on their plans extremely well.

    Michael, I was reading recently that PSX is moving towards more of a logistics and marketing company. Can't recall where. Can you speak to this at all? Just curious.
    May 18, 2014. 09:32 PM | 1 Like Like |Link to Comment
  • Markets Are Missing Remarkable Yields At Ameriprise Financial [View article]
    Stone Fox,

    I see today the company increased the dividend-AGAIN-by 12%. Furthermore I see shares outstanding declined 6% vs. a year ago and they authorized share re-purchases of another $2.5 B.

    Are you still writing on Net Payout stocks? Just curious. I like the concept, and when shares outstanding are declining as a result of the repurchases Im even more intrigued.

    Thanks, I look forward to your reply.
    Apr 29, 2014. 09:52 AM | Likes Like |Link to Comment
  • General Electric - Divesting To Pick On Growth [View article]
    I don't know about touting or not touting the stock, but comparing GE's financials from 10 years ago is like a baseball fan complaining because nobody hits 70 home runs in a season any more. Mark McWire. Sammy Sosa. Barry Bonds. Do you think their numbers were inflated? Thus my comparison.

    The numbers were inflated from 10 years ago as the beloved Jack Welch was pumping "steroids" into the company in the way of growing the financial arm and its earnings to otherworldly levels for an "industrial".

    Now that someone (hint: Immelt) is actually cracking down on the steroids people still want to complain. These are probably the same people that gripe and moan and wish for "the good old days of baseball" when players got away with taking steroids and pumping up their numbers. Oh, that's right-no baseball fan in their right mind wishes for that...
    Apr 27, 2014. 10:39 PM | 1 Like Like |Link to Comment
  • Markets Are Missing Remarkable Yields At Ameriprise Financial [View article]
    On April 30th 2012 AMP closed at $54 and change. Today at $103 and change. Dividend at that time was at $0.35. Today at $0.52. Share count continues to decline. CEO pay may be high, but relative to what? who? I will continue to hold my shares as I did in April 2012 when I read this article the first time. Thank you Stone Fox!
    Apr 27, 2014. 10:15 PM | Likes Like |Link to Comment
  • Phillips 66: A Stock Worth Investing In [View article]
    I bought COP b4 the spin-off was announced. Nothing less than impressed with the execution of managment (of both companies) to execute on the plan. Bought more in the fall of last year in the 57-58 range. I plan to use the volatility of the stock to my advantage by purchasing more shares when we see declines due to spreads narrowing, EPA regulation fears, other non-sense.
    Apr 27, 2014. 09:58 PM | Likes Like |Link to Comment
COMMENTS STATS
105 Comments
96 Likes