Seeking Alpha


Send Message
View as an RSS Feed
View jmsims2's Comments BY TICKER:
Latest  |  Highest rated
  • Exxon 'Immobile' - No 3% Yield And No Plans To Form An MLP [View article]
    Awkwardly stated, but she is saying the yield isn't going to rise anytime soon because when they raise the dividend rate, the stock price rises with it. Therefore, the yield stays the same.

    I can see the confusion as to how the statement was worded, but I think she meant the yield wouldn't rise because the price rises along with a div raise.
    Aug 3 09:15 AM | 2 Likes Like |Link to Comment
  • The Split That Makes Me Want More [View article]
    To add to this excellent comment, Microsoft also is largely in the business market, which is going to be much more "sticky" than Apple's consumer audience. Microsoft was/is able to ride Office and Windows because of the high cost of businesses switching. As a consumer, I have gone from an iphone to an android to an iphone no problem. The cost of switching is nearly non-existant for many consumers (not all...but many).
    Jun 20 10:12 PM | 2 Likes Like |Link to Comment
  • Why Buying A House Is A Terrible Investment [View article]

    Great comment. The decision to buy vs. rent is such a personal one and depends heavily on one's personal circumstances. My wife and I recently sold our house in the suburbs and moved to downtown Detroit. We are subject to a rising rental market. Our rents have increased 10% each year the last 3 years. But, we walk to work, have gotten rid of a car and don't have to worry about any maintenance or weekend projects. Plus, we are free to take a job anywhere in the country and only have to pack up the stuff in our apartment. It works for us, but doesn't work for everyone. And our attitude may change as we get older and want to grow roots in a particular location.
    Jun 16 10:10 AM | 5 Likes Like |Link to Comment
  • Retirees Please Don't Index, You Deserve Better Than Average [View article]
    That's certainly one way of looking at it. Another way is that if it's still a quality business paying a quality dividend and it is going to continue to grow it's business and it's dividend, then isn't it doing exactly what you want it to do? If your main reason for investing in a particular company was for the income and it is meeting that objective, why sell? If you were looking for capital appreciation then I certainly understand.

    Different strokes for different folks.
    Jun 6 09:45 AM | 4 Likes Like |Link to Comment
  • Is Tupperware Brands The Perfect Dividend Growth Stock For Retirement Portfolios? [View article]
    I wish Mr. Buffett would STOP buying my income producers! I'm just waiting for WEC to get gobbled up...
    Apr 7 02:09 PM | Likes Like |Link to Comment
  • The Dividend Champions Of Champions [View article]
    It's all in the the No. Years column.
    Mar 23 09:21 PM | 2 Likes Like |Link to Comment
  • What's A 25-Year Old To Do? (Introduction) [View instapost]
    Good luck Erik. I, like you, started young. Luckily, I somehow found value investing and became a huge Warren Buffett fan. That kept my trades to a minimum and had me thinking longer term from the beginning. It was a natural transition into DGI investing for me. Now, at 30, my wife and I have a healthy "escape fund" going and hope to have it develop into a nice little third income in the next 5 to 10 years. Future you is going to thank past you!
    Aug 8 06:34 PM | Likes Like |Link to Comment
  • Dividend Growth Investing Is A Perfect Strategy For Young Investors [View article]

    I am 30 now, but I once was in your shoes. During school, I invested what I could...which wasn't much. I was excited to get my first job because I had more to invest. As you get older and get a full time job along with raises, promotions and maybe new jobs, your salary will increase. As the salary goes up, the money available to invest increases as well. Between my wife and I (dual income, no kids) we will sometimes have a solid 3-4k to invest in a month....but it took us awhile to get there. Just keep saving and keep investing. Future you will thank past you!
    Jul 2 08:31 AM | Likes Like |Link to Comment
  • These Beaten-Down High-Yield Plays Are Poised For A Sharp Rebound [View article]
    Ha! That same thing happened to me Dave. About a month ago, I had an order hit and I didn't have money to cover it so it was covered on margin. I was trying to think of what the hell happened...I put the order in 2 months prior and forgot....had to transfer cash to cover the entire purchase!
    Jun 22 12:48 PM | Likes Like |Link to Comment
  • The Most Misleading Words In Investing: You Can't Go Broke Taking A Profit [View article]
    It's unfortunate too because the articles are great to learn from, but many times I would get even more out of the comments. Anymore, I really just follow a handful of commenters and go directly to their comments instead of reading the entire thread.
    May 18 12:40 PM | Likes Like |Link to Comment
  • The Most Misleading Words In Investing: You Can't Go Broke Taking A Profit [View article]
    Nice article Tim...and very great points DVK. The only thing I'd like to add is that sometimes businesses will divest divisions/product lines that are maybe not profitable or not core to what they do well. Taking this to the individual investor/business owner analogy, if I have a company that is slowing growth or has a low yield, perhaps I can sell some or all of it and increase my yield AND growth. I would say the times I have done this over the years has been minimal, however it does happen. Lowe's is a recent example for me...the position doubled since I have purchased. I could let it run, but with a 1.5% yield, I decided to sell half and increase my yield with another quality business. Again...doesn't happen often, but it sure is nice to have options as a business owner! :)
    May 18 11:00 AM | 3 Likes Like |Link to Comment
  • Don't Be Manipulated By Price And Valuations [View instapost]
    @misscbd just click on Chowder's name which will take you to his profile. Then click the "follow" button. Then I get all his updates in my feed...both comments and instablog posts. I couldn't bear missing out on anything Chowder says...I can't believe how much I have learned form him just from comments!
    May 17 01:00 PM | 3 Likes Like |Link to Comment
  • How Long-Term Investors Can Prepare For A Looming Correction [View article]
    There was an article about Opportunity Cost for dividend investors and this is another example of that. I tend to do the same as you, Tim. When I have money available, I put it in the best opportunity I can find. I'd rather not miss out on investing and getting the money compounding waiting for a disaster. There are usually enough opportunities in any given market. I'd rather have my money working than not.
    Apr 26 06:32 PM | 2 Likes Like |Link to Comment
  • 4 Places To Find The Dividend Machines [View article]
    I would rather be approximately right than precisely wrong.

    I believe that is a Buffett quote.
    Apr 25 06:53 PM | 3 Likes Like |Link to Comment
  • 4 Reasons Why Investors Should Sell Coca-Cola Near 52-Week Highs [View article]
    Absolutely agree. Very few opportunities to pick up shares at a "fair" price over the years. However, the way they create wealth, perhaps the "fair" price is higher than I would normally think.
    Apr 22 02:10 PM | Likes Like |Link to Comment